Process

Discovery

During our first meeting, I will discuss your current situation and your financial goals. You will gain a better understanding of how I work and the services I offer.

Present Our Findings and Options

At our second meeting, I will let you know what you are doing well and what you could be doing better. A number of options will be presented to you, and you will be able to choose the option that best fits your objective and risk tolerance.

Account Opening

Once an appropriate and acceptable strategy is accepted, all needed paperwork will be drawn up for signatures.

Wealth Plan

A complete plan will be written up and reviewed with you. Depending on needs identified during the planning process, the plan will include investments, retirement needs, estate planning* and tax planning, along with an action plan for you to follow. I will work with your professionals, such as your lawyer and accountant, to help put the action plan into effect. If you don’t have a professional network, I can refer you to someone who can help you.

* Offered through Canaccord Estate Planning Services Ltd.