The Start of Something Better
Our wealth management practice is mainly built by word of mouth and referrals from existing clients, trusted partners, and friends.
The experience individuals have with our team provides them with the confidence that we will do an excellent job with their referrals and ensure the perfect fit.
We meet formally at your office or home to discuss your expectations and previous experiences.
This allows for:
An open discussion to get to know each other
To review previous financial history statements, Wills, and Insurance policies
Ultimately to find if this is a right "fit"
There is no obligation to move forward.
A second meeting will be conducted within 2 weeks for a formal presentation of proposals
Allowing you to decide if you would like to move forward with the process and your required accounts
If the "fit" is not right, we will refer you to someone we think may be more aligned with your wants
We will meet again to review your first statement. At this point we will also: