Our proven, evolving process

Acting as your quarterback throughout the complex process of managing wealth for your family and business or practice, I will work with internal and external partners to help you:

  • Articulate your goals,
  • Review your tax situation,
  • Review your investments,
  • Identify and manage risks,
  • Create a strategy to generate retirement income,
  • Prepare a tax-conscious estate, and
  • Build your unique legacy.

 

DISCOVERY MEETINGS

MEET and DISCOVER. We will meet with you to gather your information – your goals, priorities, fears, dreams, wealth structure, time horizon, risk tolerance, and family. We will identify where you stand and where you want to be, help you identify the steps to get there, address any immediate concerns, and prepare for potential challenges down the road.

We will discuss questions such as:

  • How can I help you?
  • Do you have any immediate, short-term needs?
  • Tell me about yourself and your family?
  • What are your top priorities?
  • What does success look like to you?
  • What do you do?
  • When it comes to money, what concerns you?
  • Have you ever thought about retirement? At what age? What are your income expectations?
  • How would you fund your retirement?
  • How involved do you want to be in the investment process?
  • Who manages your finances?
  • Who are your professional advisors?
  • What is the purpose of your money?
  • Is there anything I should know about you that I did not ask you?
  • How have your previous experiences with advisors been?
  • How has your investment experience been?
  • What would you like to accomplish with me?

 

PLAN. Working with my network of BMO Private Wealth specialists, I will design a plan in line with your objectives, risk tolerance, preferences and priorities following an unbiased strategy. The most important part of our role is coordinating a team of professionals to help you reach your financial goals so you can focus on what matters the most – you and your family.

MONITOR and REVIEW. After the plan has been implemented, I will meet with you regularly to review any changes in your life or the markets and ensure that you are on target to meet your goals.

ADJUST AS NECESSARY. If any changes are required, I will provide recommendations to maintain your overall objectives and risk tolerance levels.

EVOLVE THE PLAN AS YOUR LIFE CHANGES. I will stay in touch to remain informed of any important shifts in your priorities or goals. As you become empty nesters, we will help you pay down your mortgage and guide you through the transition into retirement with increasingly prudent, income-generating investments.

PROVIDE ONGOING GUIDANCE and ADVICE. Going beyond your portfolio and Wealth Plan, I am here to help with whatever financial decisions you’re facing.