Our trusted, consistent process
Discovery Meeting
We follow a consistent, disciplined process to implement multidisciplinary and multigenerational financial planning aimed to simplify the complexities of our clients’ busy lives. We start by establishing a clear bill of client profiles through in-depth discussion about your personal balance sheet and a review of your goals and concerns.
Analysis & Advice
Using these insights, we'll discuss your specific needs and opportunities through four stages:
- Strategic Investment Planning to manage all your assets both today and in the future, taking into account your short- and long-term financial circumstances
- Tax and Estate Planning designed to support keeping wealth in the family by investing tax-effectively. This becomes more important the wealthier you become and we are well qualified to assist you. We work closely with Manulife Wealth’s Tax and Estate Planning team to address even the most sophisticated needs. Also ask us about legacy planning and strategic philanthropy
- Financial and Risk Management to help protect your income, family, and financial future in every possible eventuality, including illness, disability or untimely death
- Retirement Planning to help you stay aligned with your objectives and continue enjoying your desired lifestyle when you stop working
Ongoing Review
On an ongoing basis, we monitor your financial plans and any changes in your personal or professional life and review this process with you regularly.