Our Process
Discovery Meeting
Our first meeting is a discovery meeting in which we discuss your current situation and unique goals and concerns so that we can better address your true financial needs. We will also give you a better understanding of our team, our investing approach and the services we offer. Typically, we require a minimum of $750,000 in investable assets to allow us to best work with your portfolio.
Investment Plan Meeting
Depending on the needs identified during your Discovery Meeting, we will undertake a thorough diagnosis of your current situation and present our recommendations for moving forward in an Investment Plan and Investment Policy Statement. It is at this stage that we confirm a mutual commitment between us as your Investment Advisor and you as our client. A financial plan may also be part of this meeting if required, including retirement needs, and/or estate and tax planning.
Ongoing Client Contact
After our initial meetings, you can expect a semi-annual portfolio review and regular contact to update you on your performance. We recognize each client has individual needs and may wish to meet with an advisor more or less frequently. During these meetings, a portfolio review document will be drawn up which will include investments, commentary and an action plan for you to follow. We will work with your professional network, such as your lawyer and accountant, to help put any action plan into effect. If you do not have a professional network, we will refer you to someone who can help you.
We’re here for you
We are readily available to provide information on your accounts or address any needs or concerns you may have. Additionally, we can incorporate the professionals within the firm, each with specific skills, so you can be sure you are receiving a high level of knowledge in all key financial areas. You will also receive invitations to interesting and informative investment seminars, as well as client appreciation events, throughout the year.