Our focus starts and ends with you
We're committed to providing an experience that exceeds your expectations. We want you to worry less and enjoy more. So, when it comes to the heavy lifting that goes along with growing and protecting your wealth - let us take care of it.
Building a strong relationship with you is our top priority. It’s so essential to providing you with the highest level of service that we've engrained it into our core values. We want to get to know all about you and what matters most to you so we can anticipate your needs and tailor our approach.
- Expert advice
- Proactive communication
- Timely response
- Regular meetings
- Consistent reporting
- Behavioural coaching
- Exclusive market research
- Access to additional industry specialists
| - Your feedback being heard
- A comprehensive financial plan tailor to you
- Monitoring and rebalancing of your portfolio
- Collaboration with your other professional advisors
- Invites to seminars and events
- Gaining confidence in your financial future
- Us always going the 'extra mile'
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When becoming a new client, we are here to support you through each step of the on-boarding process. Whether you are moving net new assets in or transferring assets from another advisory team – will keep you informed and be here to answer any questions that arise.
We will be begin at the first step our proven process - Discovery. In the following months, we will continue to move through this process to ensure a smooth transition for you.
- Introduction to the team
- Complete in-depth discovery
- Start creation of your personal financial plan
- Begin transferring assets
- Receive your personal financial organizer binder
- Get access to online reporting
- Start receiving market updates and commentary
- Proactive contact from the team
- Finalize your personal financial plan
- Begin implementing the plan
- Start receiving monthly reporting
- Finalize assets transfers
- Touch point with the team to discuss statements, your experience and address questions
- Receive complimentary book on wealth planning
- Review history of market risk and volatility analysis
- Book meetings with additional specialist (if required)
- Schedule first review meeting
You can connect with us by phone or email if you require our attention outside of the scheduled touch points.
