The Comprehensive Wealth Solution

Step 1 – The Needs Analysis
 

• Our discussion identifies your needs and objectives as well as your life passions and long-term goals.

Step 2 – The Discussion Profile
 

• This summarizes our initial conversations and provides a game plan outlining how we can help achieve your wealth goals.

Step 3 – The Wealth Plan Formula
 

• Based on our conversations and follow-up analysis, we produce a comprehensive written wealth plan, including investment framework, designed to accomplish your specific objectives.

Step 4 – The Team Advantage
 

• After your wealth plan has been established, we work together as a team with your other professional advisors to provide you the peace-of-mind that you can live your ideal life.

Step 5 – The Assurance Maximizer
 

• Ongoing monitoring of your plan and objectives ensures that you are on-track and that the selected strategies remain appropriate.

Step 6 – The Select Client Experience
 

• We provide a unique client experience through small group functions, our annual client event at the Burlington Art Centre, conference calls, articles of interest and personalized one-on-one service designed to meet your specific needs.