1. Introduction and Discovery The purpose of our initial meeting is to discuss your goals, objectives, aspirations and investment experience. We take the time to get to know you and your family and gather information that will help us propose customized solutions for your situation. We take this opportunity to introduce you to our firm, our team and the whole range of services that we offer.
2. Proposal Meeting At the proposal meeting, we present you with an action plan based on the information gathered during our initial discussion that will include: • Draft Financial Plan • Draft Investment Policy Statement – Asset Allocation, Geographic Allocation, Industry Allocation • Recommended Investment Portfolio • Wealth management areas to focus on in the short-term
3. Regular Review During our semi-annual or progress meeting, we review with you the following items: • Financial Plan – Cash flow needs and savings discussion • Financial market update and outlook • Portfolio and performance • Tax implications and strategies • Wills and Power of Attorney • Wealth planning needs – Tax, Insurance, Estate & Trust, Business Transfer, Charitable Giving • Cross-border banking and borrowing needs • Other items as needed
Brisebois Wealth Management