Step 1: Discovery Meeting

We will guide you through a broad discussion focused on your values, responsibilities, interests, overall assets, financial needs and desired investment outcomes. This allows us to personalize all available strategies and services to your unique objectives.

Step 2: Investment Plan Meeting

Using all the details in your Client Profile, we will work with you to construct a proactively managed and nimble Investment Plan. Your plan will contain specific and measurable milestones to keep you on the right financial course towards your goals including wealth and estate planning, retirement planning and tax-efficient solutions.

Step 3: Mutual Commitment Meeting

Once we have come to a mutual agreement on your Investment Plan, it will be put into action. If needed, I will engage a network of wealth and estate planning specialists* to implement specific financial planning strategies.

Step 4: 45 Day Follow-up Meeting

We will establish the frequency of Progress Meetings to review your investment portfolio and discuss any updates to your Client Profile or changes to your circumstances. If any of your investments are not moving you towards your goals, we may recommend suitable alternatives.

Step 5: Regular Progress Meeting

We will monitor and review your personal strategy on a regular basis through scheduled reviews. 

*Services provided by Canaccord Genuity Wealth & Estate Planning Services Ltd.

The first step in developing your financial plan is to assess your financial situation and future goals with a portfolio review

Request a Portfolio Review

Please provide your contact information to schedule a complimentary portfolio review.

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