Our Process
Focused on exceeding your expectations
Navigating your Path to Investment Success
We guide our clients through our comprehensive consultation process which provides us with an intimate understanding of your financial considerations and desired lifestyle. Developing a close working relationship is essential to truly understanding your values, motivations, and goals, and has been the foundation of our lifelong relationships.
Our discovery process is both comprehensive and intimate. We recognize that an open and honest relationship leads to a more personalized, and effective wealth strategy. This also provides you with an opportunity to get to know our process and what you can expect from us. We understand that with trust comes accountability, and we are fully transparent with every aspect of our process.
Your optimal wealth strategy will be developed based on your personal objectives and long-term goals. We believe that a credible wealth strategy must be driven by a collaboration between client and advisor. When needed, we will bring in financial specialists to address specific issues and consult with your accountant and/or lawyer to ensure that your investment strategy is aligned with your tax strategy, liquidity needs, and legacy goals.
Alignment between plan and execution is key. In addition to executing the investment strategy, we also implement our concierge services that are fully personalized to each one of our clients. This includes market updates, annual discussions regarding RSP, RESP and TFSA contributions, tax planning, setting up payment plans, and lending (to name a few).
Life is fluid and in a state of constant change, so while long-term wealth building objectives need to be respected, short-term adjustments are often necessary. However robustly constructed your financial plan has been designed, personal circumstances change, as do financial markets. Our job as your advisor is to be sensitive to both, and advise you accordingly. We are constantly evaluating and reassessing each of our investment positions against the macro-economic backdrop, as well as against your investment objectives.
We believe that our clients deserve to have confidence in our ability, integrity, and accountability. Effective communication keeps our clients up to date and provides reassurance that their financial goals are being met. We provide our clients with a comprehensive evaluation of their portfolio, accompanied by an in-depth discussion about their results and how they relate to their long-term goals.
We are proud of our long-standing relationships with our clients and over time, their financial goals often evolve. As they start a family, prepare for retirement, or become grandparents for the first time we reassess their wealth considerations and potentially tweak their wealth strategy to ensure that it continues to remain optimized.
As proud as we are of the value that we provide our clients, we are continuously looking for ways to enhance our service offering. We believe in honest and candid feedback and welcome any suggestions from our clients. Periodically, we will solicit feedback for ways to further enrich your experience as our client as we review and enhance our services.
