Our Proven Process
At Bob Jones Private Wealth Management, we implement a comprehensive 8-step strategy to provide second-to-none tailored wealth management services to our clients in Canada and abroad.
Discovery: We will sit down with you to gain a clear understanding of your goals - both personal and financial.
- Financial Analysis: We will prepare a customized analysis of your financial situation that incorporates your financial goals, risk tolerance, and long-term plans.
- Will & Estate Review: If you have a more complex estate, we can help address your various estate planning concerns and recommend the steps you need to take to achieve your goals.
- Insurance Review: We can introduce insurance-based solutions to help you protect everything you have worked to build.
- Investment Strategy: We will help you establish an investment strategy designed to achieve your goals, whether you're investing for growth, income, or preservation.
- Investment Portfolio: Next, we implement your investment strategy within your tailored portfolio.
- Ongoing Communication: You are apprised of the performance of your portfolio and the markets through regular updates, including a quarterly statement, annual tax package, and access to DS Online.
- Regular Reviews: As your needs and the markets evolve, periodic portfolio reviews help to ensure that your plan remains an effective tool to achieve your objectives.