BMO Nesbitt Burns
885 West Georgia Street
18th Floor
Vancouver, BC
V6C 3E8

BMO Nesbitt Burns
50 Lonsdale Avenue
Suite 204
North Vancouver, BC
V7M 2E6

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Our Process

We maintain...

a holistic approach to managing your family's financial goals
Determining, constructing and implementing the right financial strategy to achieve your goals and objectives is an evolving process that takes careful planning and execution. Most of all you want to be dealing with people who understand and care about where you are now and what you hope to achieve in the future. You also want access to a wide range of sophisticated tools and resources that will ensure your personalized strategy is the very best it can be.

At the Taylor Spies Wealth Management Group you benefit from the advice of not just one advisor, but from a team of investment professionals. Each one of us will strive to get to know you and your family in order to advise you from a well-informed position. Our unique team concept is tremendously advantageous for our clients, providing them with broader financial insight. It’s part of our team’s commitment to developing relationships founded on the principles of simplicity, value and trust.

To provide these solutions, our team will work closely with you and follow the thorough process illustrated below.
  • Provide a clear explanation of the services our team provides
  • Explain the Taylor Spies Process
  • Determine what is important to you and your family
  • Determine expectations and set priorities

  • Evaluate your current situation
  • Clarify your goals
  • Identify impediments in achieving your goals and consider alternative solutions
  • Develop a comprehensive written analysis with recommendations

  • Summarize the information acquired in the explore phase to insure it’s accuracy
  • Insure the information is accurate
  • Provide analysis and review of the client’s goals, wealth preservation, estate objectives and tax strategies

  • Present the financial plan and investment strategies
  • Discuss any issues regarding the plan and any alternatives that may be available
  • Obtain the client’s commitment to proceed with the plan

  • Open required accounts
  • Complete the client’s agreed upon investment strategies
  • Complete Will or Trust recommendations
  • Implement Estate Plan or Insurance Strategy
  • Develop action plan to capture key activities, responsibilities and timing

  • Establish the contact plan
  • Conduct quarterly review of clients stated objectives
  • Modify and analyze client options as necessary