A Personalized, Comprehensive Approach to Protecting and Building Your Wealth
We follow a consistent, thought out process that is tailored to fit the specific needs of each client and incorporates all the strength of resources of Canada’s largest wealth management firm.
1. Discovery – We begin by sitting down with you to gain a clear understanding of your goals – both personal and financial.
2. Financial Analysis – We will prepare a customized analysis of your financial situation that incorporates your financial goals, risk tolerance and long range plans.
3. Will & Estate Review – If you have a more complex estate, we can help you address your various estate planning concerns and recommend steps you need to take to achieve your goals.
4. Insurance Review – We can introduce you to insurance-based solutions to help you protect everything you have worked to build.
5. Investment Strategy – We will establish an investment strategy designed to achieve your specific financial goals.
6. Investment Portfolio – We then execute on the strategy and build out your customized portfolio.
7. Ongoing Communication – You are continually appraised of the performance of your portfolio and the markets through regular updates, including quarterly account statements, an annual tax package and secure access to DS Online, featuring exclusive real-time quotes, watch lists and more.
8. Regular Reviews – As your needs and the markets evolve, periodic portfolio reviews help to ensure that your plan remains an effective tool to achieve your objectives.