Complimentary Review Service for Friends & Family
With all the uncertainty in the markets, many people are understandably concerned about their investments.
Increasingly, clients are asking us if we would sit down with a friend, neighbour or family member to go over their investment portfolio. Sometimes, they just want a second opinion. Other times, they are actively seeking a new advisor and would like to know more about what we can offer.
Whatever the situation, we would be pleased to sit down with anyone you refer to us and provide a confidential review at no obligation or cost.
Our review process follows these key steps:
- First, we will listen to understand their needs and concerns.
- Then, we will document their investor profile, including their comfort level with risk and what specifically their investment goals and objectives are.
- Next, we will review their current investment holdings taking into consideration the current outlook for the economy and the markets.
- Finally, we will prepare a detailed written report containing our recommendations. We may recommend changes or, we may simply confirm that they are on track and recommend that no changes are required.
The result is one of two things:
They gain peace of mind knowing they are on track or they gain the confidence of knowing exactly what they need to do to get back on track.
