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Stuart Macdougall

Vice President, Senior Investment Advisor

Tel: 604-631-2660
Fax: 604-631-2602
Toll Free: 877-823-6205

Stuart Macdougall
Sandra Kwon

Address
885 West Georgia Street
18th Floor
Vancouver, BC
V6C 3E8
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My Process

The core of my wealth management process is you and your family. Servicing your investments requires a thorough understanding of your unique needs and an in-depth knowledge of your goals and dreams and how these impact the people you care about most. My process is the basis for the solid relationship we seek to build with each client.

Our systemized approach to the planning process is consultative in nature: we listen to and understand your needs first before we make any suggestions.

1) I start by working with you to clarify your goals and identify those things that weigh on your mind and may affect or determine your vision for the future.

2) I help you analyze and prioritize your needs (short and long term) as you see them.

3) I define and outline your goals and clarify the role that our Wealth Management process plays.

4) I will then present concepts to assist you in understanding how together we can bridge the gap between where you are now, and where you would like to be.

5) I develop short and long term alternatives, to give you the best options to consider.

6) Together, we reach a consensus on specific solutions under each strategy; this is the beginning of an ongoing plan that involves both money and life goals. At this stage, I will ask you to commit to those strategies that together we feel will best meet your needs.

7) I implement the plan and keep you informed. Once I have put the plan in place, I work with you to regularly review and monitor it. I use my resources and advice to ensure that the plan remains on target to meet the goals you have set out. Your plan receives continual review to keep it current and on track. We meet on a regular basis to update it and add new information.
 

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