Our Process 2018-08-02T21:03:02+00:00

Wealth Legacy Plans & Tax Solutions

“As your life progresses and new needs unfold,
our job is to get out in front and put the pieces of the puzzle together.

We liberate you from financial management
so that you are free to go and live out your lives!”

  • Understanding your financial goals, potential obstacles and preferences
  • Identifying your interest, if any, in our HNW services beyond investing
  • Gathering documentation
  • Opening dialogues with your accountant and attorney, if required
  • Personalized financial plan
  • Investment portfolio
  • HNW services
  • Implementation and transition schedule
  • Working together – briefings and reviews
  • Initiate the financial plan
  • Phase in the investment recommendations
  • Enrol in HNW services
  • Send transfer forms, consolidate assets
  • Review the forthcoming client statements
  • Monitor progress according to (Y)Our Plan
  • Adjust (Y)Our and investments when needed
  • Inform you, your accountant and attorney of anything you should be aware of
  • Help you navigate your options of complex wealth
Retirement Income Planning & Estate Planning
PERSONALIZED and CUSTOMIZED

2017 INVESCO Canada Award for Lifetime Achievement