It all starts with you

We are committed to helping you manage, protect and grow your wealth in a way that reflects your unique goals and those of your family. Our objective is to seamlessly integrate the many facets of your life – financial, tax and legal – to help you achieve your goals and give you peace of mind. Our wealth management approach includes:

  • Investment management
  • Financial planning
  • Retirement planning
  • Tax minimization
  • Education planning
  • Debt management
  • Business planning
  • Charitable giving
  • Will & estate planning
  • Risk management
  • Wealth transfer

 

Our wealth management process

1. Discovery

It all starts with a conversation. We sit down with you to gain a clear understanding of your goals – both personal and financial.

2. Financial analysis

Once we understand your goals, we will prepare a customized analysis of your financial situation that incorporates your financial objectives, risk tolerance and long-term plans.

3. Will & estate review

We help you address your various estate planning concerns and recommend the steps you need to take to achieve your goals.

4. Insurance review

If needed, we can introduce insurance-based solutions to help you protect everything you have worked to build.

5. Investment strategy

We will help you establish an investment strategy designed to achieve your short- and long-term goals, whether you’re investing for growth, income or preservation.

6. Investment portfolio

Next, we implement your investment strategy within your custom-designed portfolio.

7. Ongoing communication

We are committed to communicating with you on a regular basis. We will keep you 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.

8. Regular reviews

As your needs and the markets evolve, periodic portfolio and wealth management reviews help ensure that your plan remains an effective tool to achieve your objectives.