We engage clients in a multi-step process, custom-tailored to suit their needs and enhance our level of insight and mutual understanding. It fosters a sense of accountability and discipline that will enhance your opportunity for success. We keep you informed and involved on the path towards your unique objectives.

Client Discovery Meeting

As the first essential step in our process, the Client Discovery Meeting is an opportunity for us to learn about you and your family. We believe that the deeper our understanding of your current financial situation, future needs and desired outcomes, the better able we will be to provide you with the best possible advice. This step is also an opportunity for you to learn more about our team and get some added objectivity. 

 

Investment Plan Meeting

Based on the information shared in the Client Discovery Meeting, we will undertake a thorough diagnosis of your situation. This meeting is an opportunity for us to present you with our actionable and objective recommendations for moving forward, in a simple, straight-forward manner, based on all of the options available. We will engage best-in-class financial experts where needed. It may also be necessary to involve your other professional advisors, such as an accountant and lawyer.

This step is designed to give you a true understanding of how we can add value and help you and your family achieve your objectives more efficiently. This understanding will provide you with the comfort level necessary to confirm a mutual commitment between us as your financial advisory team and you as our client.

 

Regular Follow-up and Review

Once your plan is put into action, we engage in a custom-tailored review process, with scheduled engagements, to make sure that we meet your service expectations. The purpose of these meetings is to update you on your progress, understand any changes in your circumstances and ensure that we make the necessary changes to your plan and investment portfolio. To make this more relevant and tangible for you, we aim to provide clients with an updated net-worth statement and show you how your progress reflects your retirement and estate plans, on an annual basis. We provide comprehensive reporting and financial planning documents.

Portfolio rebalancing is also a key part of this process, as it will ensure that your investment strategy continuously reflects your objectives and matches your plan; it also allows us to take the proper action at the right time, based on a rational, disciplined plan. Rebalancing helps our clients to avoid emotional investing and the perils of market timing. We aim to provide information in a simple, direct and effective way.