Check out our introductory package that outlines our service offering and team here
1) Initial 30 Minute Meeting
Once you are interested in working with Montgomery Ouimet Wealth Management, we will book an initial 30 minute meeting with you, perhaps over coffee.
This meeting is intended to allow us to get to know each other.
Are we a good fit for you?
Are you a good fit for us?
We will have a brief look at your financials to gauge your situation and discuss with you how these three following processes would unfold:
Goals. Priorities. Solutions. Our planning discovery program will help identify, plan, track and help realize your wealth goals
- Investment management process
How we propose to manage your investments. We use customized models for our investment portfolios. In general we use the models as a guideline and then tailor the portfolio based on your objectives, risk tolerance and tax situation.
- Wealth management process
How we propose to help manage your tax situation, estate and trust plans, proper corporate structure, adequate insurance, banking solutions and intergenerational wealth transfer.
2) myGPS Discovery Meeting
After the initial 30 minute meeting, we will then book a 60 minute myGPS Discovery Meeting. In this meeting we will ask you about your most pressing financial issues, changes to your family situation or dynamic, and the impact on current financial and estate plans. We will ask you to identify any health considerations or potential upcoming needs for you or your family members.
Other details will allow us to:
- Forecast any changes to your professional status or timelines for retirement
- Review your overall retirement goals and aspirational lifestyle targets and aims
- Identify any large pending or expected expenditures, such as vacation properties, vehicles or vacations, and budget accordingly.
- Factor in educational considerations for young family members, including children and grandchildren.
- Identify charitable and philanthropic goals
This meeting would likely be at your residence, where all of your important papers would be close at hand. We could also do this on a Zoom or WebEx video call. (We regularly meet virtually with all our clients, so we can be on their team when they need us most)
3) Recommendations Meeting
Next, we book a 60-90 minute Recommendations Meeting, usually at our offices so you can meet all of our team. In this meeting we will walk you through;
Your Personal myGPS, which will give you:
- An easy-to-read summary of your current net worth, goals, action items, and more.
- Recommendations in the following areas: savings targets, debt repayment, investment goals, retirement planning, insurance, estate planning, and tax planning.
- We will follow up with connections via email to experts in our network (accountants, estate planning pros, estate lawyers, insurance agents, banking pros)
We will also walk you through your Investment Management Proposal which will give you:
- A roadmap of how we will invest your money in our proprietary equity and fixed income models.
- The path to implementation of the portfolio, given the markets of the day. We don’t believe in market timing, rather a gradual layering of investing over time – usually six months or less.
- An asset allocation for any work retirement plans such as Defined Contribution Pension Plans or Group RRSPs that are held through your employment – the oversight of which is often forgotten, but integral.
4) Account Opening Meeting
Should we decide to work together, we will prepare all the necessary paperwork and take care of everything needed to transfer and open your registered and non-registered accounts. Your assets may be transferred in cash or in-kind. Any fees related to transfer will be covered on our end.
5) Wealth Management Implementation
Depending on the complexity of your situation, we will initiate meetings with the following team members.
Estate Planning Specialist
An experienced insurance and estate planning professional, Tom is a valuable member of our team. His passion is helping clients build, protect and transfer personal and corporate wealth using a planning-based approach.
- Leslie Frederick, CFP, TEM
Senior Trust Advisor
As a Senior Trust Advisor, Leslie Frederick serves clients throughout the Greater Ottawa Region. Leslie develops lasting client relationships and earns their trust by focusing on delivering timely, quality service and advice.
Vice-President & Will & Estate Consultant
Joseph can help you address your various estate planning concerns and recommend the steps to take to achieve your goals whether it's updating your Will, creating a trust or setting up a charitable foundation.
Private Banker
As a Private Banker, Jason Daly works with clients requiring a high level of expertise and service in managing complex financial affairs. As your single point of contact, Jason leads a team of dedicated professionals to help you achieve the goals you see for yourself, your family and your future.
Financial Planning Specialist
Chris is a Chartered Accountant (CPA, CA) with over 25 years of experience in financial services. He holds his Bachelor of Commerce Degree (Accounting) from Carleton University.
6) Ongoing Review & Client Events
We will aim to connect with you at least once per quarter over the phone to make sure that all of your needs are being met. We want to be able to capture and reflect any changes in your life that may impact our ongoing advice to you. We will also aim to meet at least once per year to do a more thorough review. Montgomery Ouimet Asset Management also plans various exclusive events each year. We encourage clients to bring friends and family to these events. We are always interested in meeting other people in your network.
Want to get the ball rolling? Give Aileen a call at 613-566-7659 or email
We will take it from there.
