Our process
At Dyck Investment Management, we strive to build long-term relationships with affluent families by listening to their needs and developing customized wealth plans that go beyond just investment portfolios. Our goal is to make wealth management easy for you.
Step 1: Determine your goals
Identify how you would like to shape your future.
Step 2: Information gathering
Collect your essential information.
Step 3: Analysis
Quantify your goals
Step 4: Create your wealth plan
Recommend strategies to achieve your goals.
Step 5: Implement the plan
Actions speak louder than words! Put the plan to work.
Step 6: Follow-up and annual reviews
This step is critical to ensuring your success.