Step 1: Create your Client Profile
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: Construct your Wealth and Estate Strategy
Using all the details in your Client Profile, we will work with you to construct a proactively managed and nimble Wealth and Estate Strategy. Your strategy contains specific and measurable milestones to keep you on the right financial course towards your goals.
Step 3: Implement your Wealth and Estate Strategy
Once we have come to a mutual agreement on your Wealth and Estate Strategy, 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: Regular Progress Meetings
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.
*Services provided by Canaccord Genuity Wealth & Estate Planning Services Ltd.
