4 Simple Steps
With all the uncertainty in the markets, many people are understandably concerned about their investment strategy. Increasingly, clients are asking us if we would sit down with a friend, neighbour, or family member to go over their investment portfolio and financial and estate plans. Sometimes, they just want a second opinion. Other times, they are actively seeking a new advisor and would like to know more about what we can offer.
Whatever the situation, we would be pleased to sit down with you for a confidential review at no obligation or cost.
Our review process follows these key steps:
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First, a simple introduction to understand what’s on your mind. This is an informal discussion that will determine if there may be an opportunity for us to add value.
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Then, we gather relevant information that will allow us to do some homework and prepare an assessment.
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Next, we review the assessment together. The assessment will provide a ‘black and white’ view of your current strategy and allow us to identify potential areas to discuss further. This step gives us a chance to tell you about what our successful clients are doing with their strategies and planning.
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Finally, we decide if there are areas that we can add value. We may recommend changes or, we may simply confirm that you are on-track and recommend that no changes are required.
The result is one of two things: you gain peace of mind knowing that you are on-track, or you gain the confidence of knowing exactly what you need to do to get back on-track.
Take the next step and complete our Complimentary Review and Second Opinion form on this page and one of our team members will contact you to schedule a meeting.
