Wealth Management is a disciplined process designed to keep you on-track to achieving your own specific goals. It is focused on what's important to you and your family or business.
Introduction: Explain the services offered and introduce our wealth management team of professionals/experts.
Discovery: Gathering all financial information; tax returns, financial statements of investments – including lines of credit and mortgage details etc. At this step, I clarify goals for retirement and investment horizon.
Documentation: Account opening documents and all account agreements. Transfer documents and set up access to on-line viewing of accounts.
Creating a Plan: Details on how we will achieve your goals.
- Development of your individual plan
- Analyze personal financial information
- Strategies appropriate for you
- Action plans to achieve your goals
Insurance Review and Family Wealth Transfer: The Estate Specialist will review your current life and disability insurance cover and provides expert advice on recommended insurance-based wealth protection (for income replacement or wealth transfer).
Other Financial Planning: Introduction to my professional network i.e., tax accountants, lawyers, mortgage specialists and our branch banking individuals.
On-going Reviews: Regular and on-going reviews are essential to the success of any plan. The objectives that have been specifically identified need to be maintained and updated throughout the years.
