Our Process

Rigorous, strategic and risk-averse, our investment advisory process is driven by carefully considered objectives.  Our practice is focused, pro-active and responsive.

Our process encompasses the following investigative and executable steps:

1: Discovery

We develop an understanding of your goals, both personal and financial.

2: Financial Planning

We prepare an analysis of your total financial situation.

3: Wills & Estate Review

We help you address your estate planning concerns and goals.

4: Insurance Analysis

We help you protect what you have worked hard to build.

5: Investment Policy Statement (IPS)

This is the blueprint for your investment strategy.

6: Investment Proposal

This is your recommended investment plan, approved by you.

7: Ongoing Services

We track portfolio performance and give you timely updates.

8: Regular Reviews

As your needs evolve, we adjust your plan accordingly.

As part of our investment and wealth building process, you will receive detailed account statements, portfolio review statements, transaction updates and tax reports.