800 Manulife Place
10180 - 101 Street
#30 - 4005 Clover Bar Rd
Sherwood Park, AB
8725 94 Street
Fort Saskatchewan, AB
422 10 Street
|4 Step Foundation to a Long Term Relationship
This process is designed to provide you with a clear understanding of your current and future financial situation and to put your needs into prospective and define your ongoing financial goals.
Step 1 - What is Important to me about your wealth?
The basis for a sound investment strategy begins with understanding you and what is important in your life. This is to determine where you want to go and how will you get there. This is a 'meeting of the mind and heart'.
Step 2 - Analysis of the Four Cornerstones of Financial Home
The cornerstones of wealth planning management are: Financial Planning, Investment Planning, Tax Planning & Estate Planning. All of these topics must be analyzed when creating a comprehensive wealth management strategy.
Step 3 - What is the game plan?
This part of the process is focused on how you make investment decisions. We will discuss the different styles of managing the assets, various investment vehicles and risk management. As a result, this discussion leads to the development of the strategy that is designed specifically for you.
We will develop a customized plan to meet your long-term investment objectives. This Investment Policy Statement is individually created and uniquely written to meet your individual investment needs.
The main areas covered are time horizon, investment management style, asset allocation and geographic allocation.
Step 4 - Keeping the Promise and Continuing the Commitment
The final cornerstone of our business relationship is pro-active management of your assets. Communication and monitoring are critical components of your "Total Wealth Management Strategy". We will develop a customized "service contract" to ensure that the expectations are met and revisit your goals to complete analysis of progress.
In all relationships, it is easier to meet or exceed someone's expectations if each party fully understands the expectation of the other. The following outlines basic expectations and offers room for specific additions from each party.
What you can expect from our team