Process | Menard Kinkaid Private Wealth

Goals-based approach

Leveraging the wide range of expertise on our team, we’ve developed a process that helps us set your financial life on track, and keep it that way throughout the years as your needs evolve. At its centre: your goals.

1. Discover

Personal and financial goals
Needs assessment
Risk tolerance

2. Analyze

Tax analysis
Investments review
Insurance review

3. Implement

Tax planning strategies
Estate planning considerations
Investment selection
Cash flow mapping
Insurance solutions

4. Monitor

Regular planning meetings
Risk profile updates
Lifestyle adjustments

What sets your team apart is the sense we can develop an authentic partnership, where you seek to understand our needs and show creative thinking and flexibility.

– C. Pullen, client since May 2019
The level of your combined expertise is greater than I would have expected. I look forward to working with you in the short- and, more critically, the long-term.

– Ravi & Carol, clients since August 2015
Thank you so very much for your help and professionalism. You have made retirement decisions so much less stressful than they otherwise would have been. You have no idea as to how much this means to us and for that, we can’t thank you enough.

– Glen & Ludmila, clients since May 2015
We would like to express our appreciation for your effort, the time you spent going over everything, and answering all our questions. The path forward is much clearer now.

– Michael & Benedetta, clients since January 2015

You have a vision. We have a way to get you there.

Let’s talk

Goals-based approach

1. Discover

2. Analyze

3. Implement

4. Monitor

What sets your team apart is the sense we can develop an authentic partnership, where you seek to understand our needs and show creative thinking and flexibility.

The level of your combined expertise is greater than I would have expected. I look forward to working with you in the short- and, more critically, the long-term.

Thank you so very much for your help and professionalism. You have made retirement decisions so much less stressful than they otherwise would have been. You have no idea as to how much this means to us and for that, we can’t thank you enough.

We would like to express our appreciation for your effort, the time you spent going over everything, and answering all our questions. The path forward is much clearer now.

You have a vision. We have a way to get you there.