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Shiho Okuyama
James Kraft
David Tremblett
Rhonda Blanch

Address
1 First Canadian Place
38th floor, P.O. Box 150
Toronto, ON
M5X 1H3
Map

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
Life Events

As 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.

Other Professionals

Upon 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.