Together, you and Mike will sit down to gain a clear understanding of your goals - both personal and financial.
Mike and his team will prepare a customized analysis of your financial situation that incorporates your financial goals, risk tolerance and long-range plans.
Will and Estate Review
With the help of our will and estate planner, we can help you address your various estate planning concerns and recommend the steps you need to take to achieve your goals.
Annett, our professional estate planning specialist can help you protect everything you have worked to build through innovative insurance-based strategies.
Investment Policy Statement (IPS)
Based on the discovery meeting, Mike will create a customized IPS, which is the blueprint for your investment portfolio.
Before implementation, we will review your objectives and outline an investment plan created for you. Once approved, the recommendations are put into place.
You are apprised of the performance of your portfolio and the markets through regular updates, including a quarterly statement, annual tax package and secure access to DS Online, featuring exclusive research, real-time quotes, Watchlists and more.
As your needs and the market evolve, periodic portfolio reviews ensure that your plan remains an effective tool to achieve your objectives.