Our Process

Discover What We Do Differently

Working with you to achieve financial success through appropriately managed risk is the cornerstone of our approach to managing investments.

Financial Steps

  1. Learn and understand your current needs, goals, and objectives, both personal and financial.
  2. Analyze your situation and present a written Financial Plan.
  3. Create an Investment Policy Statement and Risk Tolerance Profile.

Service We Provide

  • Superior client confidentiality.
  • Personalized investment strategy customized for your needs.
  • Regular reviews, updates, and performance reporting – keeping you informed is our priority.
  • Ongoing monitoring, needs assesment, and rebalancing – as life changes so must your financial plan.
  • Annual meetings to revise your plan and ensure that it continues to reflect your priorities.
  • 24 hour online access, statements, and confirmations via the internet – full account access, investment research, and market information available.
  • We work closely with you, involving our team of industry experts, as well as the best financial products in the world and are not limited in the types of investments we offer.
  • Income and asset protection – offering complete access to life, disability, and critical illness solutions for individuals and businesses.
  • Unique problem resolution – we are serious about resolving client concerns in a timely manner.
  • Banking and borrowing solutions – offering a total financial solution with our Scotiabank partners.

Strong Communication

  • There will always be a member of our team available to answer your call.
  • Set up a contact schedule that works for you.
  • Send you informative articles and newsletters.
  • Invite you to educational seminars and client appreciation events.