Complimentary Review

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 financial plan and their investment portfolio. Sometimes, they just want a second opinion. Or 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:

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.

Second, we gather relevant information that will allow us to do some homework and prepare an assessment.

Third, 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.

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.

I invite you to contact me today!