A Disciplined Process is the Key

We follow a disciplined five-step process to keep you on-track to achieving your goals. This keeps us all focused on what's important helping you live life the way you want. This approach is the key to how our team manages relationships and our clients' wealth.

Five-step Process
  • Introduction Derek will introduce you to the wealth management services we provide, not just during our first meeting, but also on an ongoing basis as your needs evolve and new services become available.
  • Discovery Together,we will gain a deeper understanding of your individual needs, goals and circumstances to help you clarify your financial objectives. This includes gathering together all your important financial information.
  • Strategy Next, we analyze your financial and personal information to match your objectives with smart, time-tested strategies.
  • Solutions Derek develops thoughtful and creative solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
  • Service Derek and the team will regularly review your situation to ensure your financial objectives are being met in light of your changing needs.

Comprehensive Wealth Management

Wealth management is a comprehensive approach to achieving financial and life goals. It extends beyond investment advice and money management, encompassing lifestyle protection, retirement planning, intergenerational wealth transfer and legacy creation.

Wealth management provides the confidence to make sound financial decisions, plus the freedom to live life as envisioned. It also provides a clear roadmap for the future by addressing all financial aspects at each life stage. Derek will work with you, and your other professional advisors, to create a comprehensive wealth management plan for your needs and goals.
Accumulating wealth growing assets
Together we develop strategies to achieve your financial objectives, including planning for retirement, funding an education or preparing for a major purchase.
Converting wealth creating an income stream
We put strategies in place to help you maximize your after-tax retirement income. We will help you determine which types of income-producing investments are most appropriate for you.
Protecting wealth maintaining assets
To help protect your financial well-being, we will implement proven strategies to reduce risk. Our goal is to provide you with peace of mind, help maintain your independence and preserve family harmony or current lifestyle.
Transferring wealth creating a legacy
Working together with your other professional advisors, we will help create your legacy for family and charity, while addressing tax obligations and debts.