Wealth management process

It starts with understanding you and your needs

Our wealth management process is all about you. We’ll take the time to learn about your unique situation, provide insights from our experience and help you clarify your priorities to put you in a position to address them efficiently. Below is an overview of the personalized process you can expect from our team.

First 2 weeks:

• Discovery meeting
  • Complete discovery process
• Investment plan meeting
  • Present and discuss investment plan

If needed:

Investment plan and investment policy statement (IPS)
Diagnostic review of current situation, our recommendations for moving forward and details on our investing approach

Next week:

• Mutual commitment meeting
  • Confirm commitment

Next 45 days:

• 45-day follow-up meeting
  • Organize account paperwork

Next 90 days:

• Periodic progress meetings
  • Review progress and implementation of advanced plan

Ongoing:

The advanced plan
Evaluation of your entire range of financial needs with our recommendations for moving forward

Additional services:

• The professional network
  • Team of carefully selected professionals, each with a high level of knowledge and skill in key financial areas
• Professional network meeting
  • Our team of specialists applies its knowledge and experience to evaluate the various aspects of your financial situation and devise appropriate solutions