Tel: 226-926-9056

Address

BMO Nesbitt Burns
255 Queens Ave.
Suite 1900
London, ON
N6A 5R8
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Our Process

Below you will find the process we follow to create your custom wealth plan.

Process Wheel: The steps we take to create your custom wealth plan

First Step: Assess        
 
  • Where are you, and where do you want to go?
  • What are your goals, objectives, timelines, wishes, fears?
  • This is where we learn all about you
Second Step: Diagnose
  • Now that we know who you are and what you want, how do we help you
  • The Wealth Plan is created, fine-tuned and agreed upon
  • The path forward is discussed, and investment strategies are built
Third Step: Prescribe
  • The plan springs into action
  • Investments have been chosen to match your risk tolerance, and ensure the least amount of risk necessary has been taken to achieve your goals
  • Companies are selected based upon their ESG mandates (Environmental, Social and Governance)
  • We want you to sleep well at night with your plan, and want you to know your investments are in companies doing the right thing to make the world a better place
Forth Step: Monitor
  • Day to day management of the portfolio, changes are made as needed
  • You are not burdened with the decisions to buy, hold or sell - we take care of that
  • Economic trends are analyzed; micro and macroeconomics tracked to ensure the plan is doing what it was created to do

Fifth Step: Check up
 
  • Timely, periodic meetings to provide you with updates, changes and the report card on how the plan is progressing towards your specific goals