1.) Understanding your financial objectives
I begin by asking questions to help learn about your current financial situation, what you want to accomplish in the future and how you feel about risk. I may also ask about family dynamics that may be important.
This step is essential to developing a comprehensive, effective wealth management plan.
2.) Developing smart, time-tested strategies
Based on the information you provide, I analyze your unique personal and financial needs, then match your objectives to appropriate strategies.
This step is crucial, because it helps define how I am going to help achieve your financial goals.
3.) Implementing creative solutions
Drawing on the vast resources of a global leader in diversified financial services— the Royal Bank of Canada — I customize a solution set to help meet your specific long-and short-term needs.
This is the step where I deliver world-class products and services tailored to your unique financial goals.
4.) Providing timely, ongoing service
Markets change over time. But your life — and your needs — may change, as well. So I regularly monitor the performance of your wealth management plan and check in with you periodically to make sure I still understand your financial objectives (see step one).
This is the step that helps me ensure your financial objectives are being met — and make adjustments as necessary to keep your wealth management plan on track.