Our proven process

Step 1: Detailed evaluation

We begin our process with an in-depth understanding of your situation, your goals and objectives, your risk tolerance and your timeline. During this initial meeting, we will gather information to identify areas that require immediate attention.

Step 2:  Analysis

We then review your current financial plan and assess it against your goals and objectives. We establish the strengths and weaknesses of your financial, insurance and retirement planning. We also evaluate the tax efficiency of your current plan and detect opportunities for improvement.

Step 3:  Comprehensive financial plan

We prepare a personalized plan for each client, which is tailored to their specific goals and needs, and respects their risk tolerance. Our recommendations are based on unbiased research and provide you with access to unique investment opportunities.

Our plans are comprehensive as they include strategic investment planning, retirement planning, tax and wealth planning, insurance solutions, and succession and estate planning. Our objective is to provide you with financial peace of mind.

Step 4:  Ongoing servicing

In addition, we provide ongoing financial planning and will regularly hold review meetings to update your plan as needed. We continuously monitor your portfolio and rebalance your holdings as needed.  We also provide educational opportunities and intergenerational wealth transfer.