Our Process
Introduction
Getting to know each other is a pivotal part of the process. Tell us your story, who you are and what your goals, plans and concerns may be.
What are you interested in knowing more about?
Discovery Meeting
“Where are we now? And where are we going?” is the foundation to our process.
Once we have gathered your current financial position and where we are (assets, liabilities, and tax assessments). We can then work together in creating your financial and personal goals (The where are we going).
Implementing your Unique Road Map
Review the objectives we have created and sign the appropriate RBC Dominion Securities account opening documents to begin the process.
Financial Planning and Investment Strategy
During the financial planning process we will work with one of our highly skilled Financial Planners to make sure we are optimizing all aspects of the wealth management process.
Will & Estate Planning
Schedule an estate and tax review by our RBC Will and Estate Consultant. Once this has been reviewed we can then discuss how we can help protect your estate and enhance the after-tax value. This review helps create a comprehensive report that we can then review with your legal counsel.
Structuring your estate to reflect your legacy is a part of our unique road map.
Insurance & Estate Planning
Review your current insurance needs and coverage to help develop a personalized estate plan with the focus of protecting your wealth for legacies to come. This will in turn allow us to discuss the opportunity of utilizing insurance as a tax planning tool during the transfer of wealth.
Merging all Partnerships
To establish a well-executed wealth management plan we believe it is crucial to work together with all of your trusted advisors to ensure that we best implement your financial plan.
Ongoing Service Plan
As we move forward together we will provide ongoing advice, overseeing the financial plan and making adjustments when needed. In life, there are many detours along the way. Whether it is an inheritance, sale of a property, change in career, or the unexpected expenses life throws at you. We are here to help and make your decisions simplified. Portfolio reviews are a great time for adjusting these unexpected changes that have occurred in your journey through life.
