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Our Process

Our straight-forward process combines personal and technologically-advanced approaches.
We begin by listening. We take the time to understand you and your current financial situation. Your personal goals are vital in building a plan that reflects your needs, as well as the role you wish us to play in meeting those needs.
After careful reflection, we will present a proposal that is tailored based on our conversation. The proposal will explain how we will work together, and discuss a range of investment and other wealth management solutions.
As your life and financial situation changes, your needs may become increasingly complex. We will work closely with you and your team of trusted advisors to deliver a solution using our proprietary wealth planning system. Our team will always tailor it to reflect your needs, goals and vision.



Your initial meeting with a team member allows us to understand your current financial position, review your goals, and address specific concerns that may arise during our discussion. We will require some documents from you to help in the plan preparation, and we will provide a checklist for you prior to this meeting.



Using the information that you provide, and guided by your personal goals and interests, we will develop a base plan that will identify your current and future financial situation. We will also construct an alternate plan that will include recommendations.



We will meet with you to review the base plan and confirm that the information provided and goals are correct. The recommendations will also be reviewed and discussed. You will receive a copy of the written plan and the recommendations.



Recommendations for current and future tasks need to be completed to achieve your goals. We will work with you to ensure that the tasks are completed in a timely manner.


Monitor & Adjust

Your plan will be reviewed with you at least once a year to accommodate any changes that may occur in your life. For best results,Twice per year is recommended.

Our Approach

Explore your current situation

Clarify goals and objectives

Develop a comprehensive plan

Customize investment allocation

Implement a holistic strategy

Proactively monitor and adjust

Our advice leads to better financial outcomes and opportunities

Difference in household financial assets attributable to financial advice

Source: The Gamma Factor and the Value of Financial Advice, CIRANO (2016).

Helping you achieve true financial well-being

Every decision made in one of the six key dimensions of your financial life may open opportunities or present challenges in another. Only when your financial needs are truly interconnected and synchronized, can you be sure you are maximizing your potential and achieving true financial well-being.