Four Key Client Meetings

Client Interactions

Meeting Personal Planning and Investment Review

Focus:
This annual planning meeting focuses on developing a financial roadmap whether you’re saving for retirement or already retired.
• Retirement Plan - for pre-retirees
• Retirement Income Plan - for retirees to determine how to turn retirement savings into retirement cashflow

Benefit:
Proper planning during all stages of your life provides the framework from which we can develop a tailored investment plan.

Meeting Portfolio Review

Focus:
This quarterly telephone meeting focuses solely on review and recommendations for your investment portfolio.

Benefit:
Ensures that your investment portfolio stays in line with your plan and objectives.

Meeting Investment Tax Planning Review

Focus:
Specially designed meeting to review:
• Tax deductions, credits, income-splitting and tax shelter opportunities to help you minimize current and future taxes
• The proper structure of your investments to reduce tax and potentially reduce clawback of government pensions.
• How to minimize taxes to your estate

Benefit:
Helps you save tax both now and in the future through long-term tax planning.

Meeting Estate, Insurance and Retirement Lifestyle Review

Focus:
This meeting covers all of the non-invest¬ment related issues that arise, specifically:
• Developing an effective Estate Plan to ensure your affairs are properly struc¬tured for your beneficiaries.
• A review of your contingency plans to provide for loved ones in case of accident, disability or critical illness.

Benefit:
Protects your beneficiaries and provides for a smooth estate transition.