Financial Planning Process
Both a Financial Management Advisor (FMA) and
a Canadian Investment Manager (CIM), Shiho will guide you through the
financial planning process and make investment recommendations based on
sound advice and well researched ideas that best suit your needs.
The Financial Planning Process
- Evaluating your current situation and clarifying your goals
- Developing a comprehensive written analysis with specific investment recommendations
- Implementing and executing your plan
- Reviewing your plan on a regular basis
circumstances in our lives change, such as a change in marital status, a
birth or death in the family, an inheritance or a new job, Shiho will
review your current plan to ensure that your portfolio is consistent
with your financial objectives and risk tolerance.
the completion of your financial plan, Shiho will determine whether the
services of other professionals, such as an insurance specialist or an
estate lawyer, would be beneficial to your specific situation.