A protection strategy ensures your wealth will be there; everything else we do ensures that it will be accessible – when you retire, when your children go to university, when you decide to support charitable causes. It all comes from understanding the intricacies of what’s important to the household and all its members.

Step 1: Listen & Understand

About 90% of our first meeting is spent listening to you talk about your situation. We ask you about your needs and goals, and we often include close family members in the discussion.

Step 2: Vision Document

We present you with your Vision Document to reiterate and clarify the goals we discussed. This will help guide us as we identify suitable wealth strategies for you.

Step 3: Due Diligence

We reach out to relevant specialists in our network for recommendations and coordinate with your lawyer or accountant. We complete our due diligence process in order to ensure our solutions are best suited to your needs.

Step 4: Present Plan

We take you through your financial plan and recommended investment solutions so that you have a clear sense of how they will support certain goals. We then begin implementing those solutions.

Step 5: Coordinate & Execute

Our investment research is conducted on an ongoing basis and we monitor your portfolio closely to determine when adjustments to your asset allocation should be made.

Step 6: Portfolio Reviews

Each scheduled review is a chance to update and inform our understanding of what you want to achieve with your wealth. It also allows us to educate you on the strategies at work and new opportunities our team has identified.