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Paul Litman, BA, MBA, CFP®, CIM
Christina McInnis

Address
4881 Yonge Street
9th Floor, PO Box 37
Toronto, ON
M2N 5X3
Map

OUR MISSION 
Our mission and commitment to you is explained in our Five-Step Path to Success. We keep our client base small which allows us to guarantee supreme customer service and ensure that we are always accessible to you. 

THE LITMAN GROUP FIVE-STEP PATH TO SUCCESS
The key to success in wealth planning is to ensure that it reflects all changes in your personal circumstances.

 

 #1 UNDERSTAND EACH OTHER

It is essential to learn all about your time lines, wealth structure, risk tolerance, income needs, long term dreams, and legacy plans. We encourage you to consider your entire financial horizon so we make the right financial decisions in context and remain focused on the road ahead. We believe a clearly defined client/advisor relationship is critical to long-term success. Early in our relationship, we ask you to complete our Client Services Agreement, which outlines the benefits and services you can expect from us and the commitments and disclosure we can expect from you.

#2 CREATE YOUR DISCOVERY PROCESS DOCUMENT

Your Discovery Process Document defines your unique circumstances today and plans for your financial future. It will outline risk parameters, income needs, your tax, estate and insurance circumstances and the levels of service and communication you can expect from us. The Discovery Process Document is essentially created in partnership with you and evolves as your life and objectives do. 
 
#3 IMPLEMENT THE PLAN

Based on your Discovery Process Document, we will ascertain the optimal asset allocation and determine the best investment structure, managers and strategies for you. This process is finalized with you prior to setting the plan in action, and we will ensure you are fully educated about all aspects before its execution. 
 
#4 STUDY AND MONITOR THE PLAN

Your investments will continually be monitored rebalanced when necessary. We spend a great deal of time seeking and evaluating superior investment solutions, analyzing history, expectations, tax efficiencies, fees, and liquidity. 
 
#5 REPORT AND COMMUNICATE

Communication and accessibility are vital to a successful relationship. In addition to regular communication, we meet with you quarterly or semi-annually to review your investments and ensure that we remain informed about any changes in your personal and/or business circumstances. A performance update will be prepared with a frequency and format that matches your needs. Our fee-based program provides quarterly and customized reporting. We also provide the monthly statement that BMO Nesbitt Burns generates and a progress reports will be provided to you every quarter. An added benefit to this regular quarterly progress report is a realized gain and loss statement at the end of each year for tax purposes.