Tel: 905-681-2829


BMO Nesbitt Burns
429 Elizabeth Street
Burlington, ON
L7R 2L8

Contact Us

Our Process

Success by Design – Our Process

Step One: Strategy Session
  • Establish whether we can add value to your situation
  • Assess your financial goals, objectives and strategy
  • Determine if there is a good fit between your needs and Gingrich Murphy services

  • Discuss plans for family, business, and the future

  • Wealth Efficiency Review©: a comprehensive examination of items affecting your net worth including insurance, mortgage(s), and the tax efficiency of your portfolio.
Step Two: Draft Plan
  • Create your personalized Financial Plan

  • Establish Investment Strategy

  • Review the Gingrich Murphy Wealth Management Service Pledge
Step Three: Implementation
  • Put your plan into action

  • Structure you investment portfolio with the right balance of assets

  • Implement wealth efficiency measures, including introduction to tax, estate planning, business valuation experts etc…
Step Four: Monitor Progress
  • 45 day meeting to walk through first statement
  • Regularly review and adjust your portfolio as your needs change

  • Help you steer the portfolio through market changes