Planning Process

What to bring: To make our time together most effective, please bring the following documents to help us complete your Personal Wealth Management Strategy™:

 

  1. Copy of your latest tax return and Notice of Assessment
  2. Photocopies of your latest investment statements, e.g. RRSPs/GICs/stocks/bonds/mutual funds etc.
  3. Insurance policies – life/critical illness/long term care/disability
  4. Copy of your and your spouse’s Will and Power of Attorney
  5. Banking statement/mortgage and other debt amounts
  6. Company pension manuals and statements
  7. Information on your group benefits
  8. Personal Financial Plan

 


Approach: The approach we will take:

  1. Examine your current situation
  2. Establish your desired situation
  3. Complete an analysis
  4. Provide recommendations
  5. Review Financial security plan on an on-going basis

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.