Get To Know You & Your Financial Needs
First steps
Discovery
David Johnston & Catherine Johnston
David or Catherine meet with you to understand your goals – both personal and financial
Financial Planning
Julia McNaughton & Gord McFarland
Julia or Gord will prepare a customized analysis of your financial situation incorporating your goals, risk tolerance and long-range plans.
Will and Estate Review
Ariel Guigui
Ariel can help you address your various estate planning concerns and recommend the steps you need to take to achieve your goals.
Regular Reviews
As your needs and the markets evolve, periodic reviews ensure that your plan remains an effective tool in achieving your objectives.
Ongoing Service
You are kept apprised of the performance of your portfolio and markets through regular updates, events, newsletters and the team website.
Follow Up
Bringing in the experts
The team
The team's extensive professional network is at your disposal to assist you in meeting your accounting and legal concerns and needs.
Investment Policy Statement
Before implementation of a plan, your objectives will be reviewed and the team will outline an investment plan created for you. Once approved by you, the recommendations are put into place.
Insurance Review
Tracey Goldie
Tracey will help you protect what you have worked so hard to build through innovative insurance-based strategies.
Risk Discussion
Catherine and David will discuss with you the risk factors associated with each asset class.
