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Our Process

Our Process

Plan Well - Save Well - Live Well

Our process has been shaped by our clients’ needs and is grounded in our experience and commitment to your financial success.

We focus on what is important to you and work with you to help design a plan that will grow and evolve with your changing needs.

As the driving force behind the process, you'll have a better idea of where you stand, where you're going and how you'll get there. In fact, the more engaged you are, the better the chances that you will be able to create (Plan Well), fund (Save Well) and enjoy the life you've always wanted (Live Well). Together, we can help you bring your vision for the future into sharp focus so you can begin to prepare for it.

Our process builds you a financial plan that will grow with your changing financial needs.  It takes you from today to tomorrow, pausing now and again to enjoy life's great moments along the way. While our planning process can be divided into four steps, it really is an ongoing endeavour that evolves as your life does.

Here's how we can help:

  • Once we have a full understanding of what you want,
    we can begin designing a fully customized plan for your short- and long-term goals.

    Whether it's securing a comfortable retirement, paying for a child's education, purchasing a second home or just saving a bit more each month. We present our recommendations to you, answer any questions, consider alternatives and outline the steps needed to implement your plan.

  • Next, we put your financial plan into action.
    We select the specific account types, investment products and services identified in the design stage and build your portfolio to your specifications.

    We work closely with you to complete the necessary paperwork as quickly, efficiently and conveniently as possible to ensure the safe and fast transition of assets to your new account.

  • Once your plan is implemented
    We continually monitor the progress of your financial plan to ensure it keeps working for you

    But your involvement remains crucial. Should you experience in life change - marriage, birth, a new job, a new home - we can discuss how your changing situation impacts your financial plan, and the process begins anew. This is where we'll recommend - and make - any necessary adjustments to keep your plan moving forward.