Skip Navigation

Ramsey Melhem

Ramsey Melhem

Address
BMO Nesbitt Burns
800 Manulife Place
10180 - 101 Street
Edmonton, AB
T5J 3S4
Map

Contact Me

The Process


"Nobody has ever achieved financial fitness with a January resolution that's abandoned by February"

-Suze Orman


 
 

No two people are alike, and neither the investment strategies that I create for my clients. With a focus on understanding your unique lifestyle and goals, my approach for managing your wealth is centered around a 5 Step Planning Process:

 
 Discovery Process: Assessing your financial goals and level of risk tolerance


 Formulation of Tax, Trust and Estate Strategies: Developing a strategic plan based on your current financial picture


 Implementation of a Customized Wealth Strategy: Putting your customized investment plan into action


 Ongoing Assessment: Monitoring progress over the short and long term, while keeping you informed 


  Open Communication: Meeting at your desired frequency to review and re-evaluate your portfolio