Become a Client
Becoming a Client is Simple
Becoming a client is simple process that starts with a conversation. If you like what you see and hear we take the next step together. No obligation. No pressure
Step 1 - Have a Conversation
Before becoming a client we listen to you first to understand your situation
. We believe this is best done over the phone. It is important that we clarify where you are now, where you want to go to ensure that we will be a good fit for you. To get this process started fill out our Contact Us form
Step 2 - Initial Meeting
If after our conversation, you feel comfortable and want to take the next step we will schedule a meeting. You can come see us at our downtown Edmonton location or we can meet at one of the BMO Bank Branches such as Mill Woods in Edmonton or Sherwood Park. We respect your assets and values
, so for this discovery meeting it is good to bring any statements you have so we can understand your investment portfolio and financial situation. It is important that all decision makers are present, such as your spouse or business partners.
Step 3 - Proposal Meeting
From the discovery process in step 2, we design a portfolio solution that aligns with your values and will help achieve your goals. It is important you feel confident
. We take the time review your investment proposal with you and answer any questions you have. Together, we can fine tune things to ensure your investment proposal fits you just right. If you feel good about everything we take the next step and put your plan in motion.