Your Wealth Management Partner

When it comes to choosing a wealth management partner to help grow and maintain your portfolio, finding the right fit is key. With that in mind, we offer an introductory process designed to help decide if our private wealth services match with your needs.

Here’s how it works.

 

1. Initial conversation​​

We start by getting to know each other. Whether by phone, online, or in-person we will discuss your financial goals and what is important to you & your family. We will share our philosophy on investment planning and how we are paid. If we both feel there is a good fit, we can move on to the next steps.​

 

2. Determine a starting point

The next step is to get into some more detail. We will collect some financial information from you and conduct an investment analysis to get a better understanding of your short- and long-term financial goals.

 

3. Build an action plan

Once we have a clear view of your financial picture and goals for the future, we provide an organized report complete with a comprehensive investment strategy plan. This will provide guidance on key areas to achieve your financial goals.

 

4. Put your investment strategy into action

If you choose to work with Surcon Mahoney, we’ll set you up on our online portal with access to your account, tax reporting information and your financial plan. We also begin to address the items in your action plan to ensure you move towards your goals.

 

5. Ongoing work​

Twice a year we reach out to you to schedule an in-depth meeting to better understand if we need to update our investment solutions for you. At this time, we’ll also report on the technical parts of your finances, insurance, estate, debt, investments, etc. to let you know of any updates we might recommend.

 

During these meetings we’ll ask things like:

• Are looking for guidance for anything in your life?

• Are you pursuing a new career opportunity or early retirement?

• Are you thinking of buying a vacation property?

• Do you need to help kids or grandkids buy a house?

 

Simply let us know what’s on your agenda, and our wealth advisors will guide you through it.​

 

Ready to chat investment planning? Contact us anytime.

Connect with Winnipeg's top investment advisors today.