It starts with YOU
We take you through our disciplined process beginning with getting to know what and who is important to you.
We help you to gain a thorough understanding of what you have and where you are going.
1) Chemistry
We like to know what led you to us. Determining whether we are a fit for you takes a good and thorough conversation. We are not all things to all people; we like to ensure we’re adding value.
2) Discovery
Getting to know everything that matters and identifying any gaps and how we can address these.
3) Financial Plan
We put all the information we gathered together and look at your current situation and how it will change over time. This helps us to see whether you’ll be able to achieve what you hope to, and allows us to fill the gaps and inform you on the things you’re thinking about.
4) Investment Strategy
Once we know and understand your circumstances, needs, objectives, time horizon and tolerance for risk, we recommend a strategy specific to you and those factors. We discuss with you its attributes, benefits, and risks and ensure you are well-informed and engaged.
5) Documentation
The unavoidably tedious part of what we do; signing the documents to allow us to open your accounts and collect your investment assets.
6) Account Access and Banking
We review with you how to connect with your financial world online and ensure that your banking needs are being met; whether that’s everyday banking, commercial banking for your business, or Private Banking.
7) Implementation
Keeping you informed of our asset collection progress and the deployment of your capital.
8) Estate Planning
Evaluating your current estate plan by discussing what you want to see happen and, sometimes more importantly, what you want to ensure does not happen with your wealth.
9) Coordination of Professionals
We like to meet with our clients’ accountants and lawyers, not to replace what they do for you but to ensure coordination of the advice you receive on all fronts.
10) Reporting & Review
Connecting with you in person, virtually, or by phone (whatever works best for you!) to review the full implementation of your investment strategy as well as reviewing the regular correspondence you’ll receive from us to ensure you are comfortable with the way we’re communicating our progress.
11) Regular Ongoing Meetings and Updates
Reviewing progress towards your objectives, discussing upcoming cash flow requirements, and tax & income planning.
12) Life Events
Helping you navigate those expected and unexpected events in life such as the sale of a business, receipt of an inheritance, or an unfortunate relationship breakdown. No matter the event, we are here to advise and connect you with other professionals as needs arise; such as Mortgage Specialists for a home purchase, Investment Bankers to guide the sale of a business, or Business Bankers to support your life’s work.
