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. 

 

  1. Discovery: We will sit down with you to gain a clear understanding of your goals - both personal and financial.

 

  1. Financial Analysis: We will prepare a customized analysis of your financial situation that incorporates your financial goals, risk tolerance, and long-term plans.

 

  1. 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.

 

  1. Insurance Review: We can introduce insurance-based solutions to help you protect everything you have worked to build.

 

  1. Investment Strategy: We will help you establish an investment strategy designed to achieve your goals, whether you're investing for growth, income, or preservation.

 

  1. Investment Portfolio: Next, we implement your investment strategy within your tailored portfolio.

 

  1. 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.

 

  1. 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.

 

Please complete the following form if you would like us to contact you. Required fields are marked with an "*".

*Required fields