Our Financial Planning Process

As your financial planners, we:

  1. Assess your financial situation and analyze the adequacy of your assets to support your present and future lifestyle
     
  2. Develop steps for achieving your financial goals, including:
    • Determining an appropriate and dependable investment strategy to enable you, for example, to save for your child’s education, a new home or a comfortable retirement
    • Employing tax strategies to lessen your overall expenses
    • Helping you to organize and simplify your finances
    • Assessing risks to your stated financial goals Putting plans in place to provide a legacy for your loved ones
       
  3. Implement your financial plan

  4. Monitor your plan and investments on an ongoing basis

  5. Help you make prudent financial decisions after life-changing events, such as divorce, illness or employment change

  6. Work with a network of professional advisors with expertise in the following areas:
    • Tax, family and estate law
    • Corporate & individual accounting
    • Life, disability, critical illness and long term care insurance
    • Banking and mortgages
    • Actuarial services

      Financial Planning

Traditionally, we are paid by the financial institutions who manage our client’s portfolios. Alternatively, we can discuss a fee-based approach.

Ongoing Monitoring and Accessibility
Your investments are regularly monitored. At your regular meetings we will review the performance of your investments and your financial plan.

We are accessible to our clients. All telephone calls and email messages are returned the same day on which they are received. You will receive our newsletter in addition to periodic “Keeping In Touch” emails.

Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.