Understanding The initial exploratory meetings allows Rod to get a clear vision of your financial objectives and needs. He will establish a clear view of where you are today and where you would like to be in the future along with your risk profile.
Prioritize goals It starts with a formalized financial plan. The financial plan provides the blueprint that will guide your family decision making.
Action plan Rod will present a comprehensive investment strategy to meet your needs including a buy/sell discipline, your asset mix guidelines and how much risk and volatility you should expect.
Wealth Management approach Rod will engage our team members in the areas of Will & estate planning, tax planning and insurance planning to ensure all areas of your financial plan have been addressed and looked after.
Monitor and adjust Rod provides comprehensive quarterly reports that include market commentary and performance summaries. He will also meet with you on an on-going basis to discuss your progress. Your needs and objectives will change over time and he ensures your plan evolves with you.
