About Our Process
Our 5 step process includes:
1. Understanding your needs - we will have detailed discussions on various finacnial and life stage matters
2. Planning for your needs - we will review your current financial position, analyze issues important to you, set priorities and involve other professionals if required
3. Choosing your solutions - we will select investment products that are right for you
4. Reviewing and communicating with you - we will communicate with you on an ongoing basis through face-to-face reviews, telephone conversations, detailed monthly account statements and electronic access through Gateway (our online client information centre)
5. Evolving and adjusting your plan - we will work closely with you to ensure that your investments and finances not only meet your current needs, but will also take into account your plans for the future and long-term goals.