Our Process

What We Do

The Stuchberry Group works closely with individuals and families to ensure they have all the resources and support they need before becoming a client. Whether you want save for retirement, start an RESP for your child, or simply earn some extra returns with your capital, we’re here to grow your money and help you achieve your financial goals. We’ve serviced clients from various backgrounds, some of our most common including:

  • Pre-retirees
  • Retirees
  • Households
  • Professionals (Doctors, dentists, lawyers)
  • Entrepreneurs
  • Estates
  • Corporations/Holcos
  • Non-profits

To learn more about what we do, visit our Performance Page and Blog, or read about our advantage.

5 Simple Steps

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Initial contact

During our first meeting or call, we’ll introduce our team, what we do, our performance and investment philosophy. You’re welcome to ask us any questions – in general, we’d like to get to know each other.

 

Financial review and consultation

Following an introduction, we’ll evaluate your personal wealth objectives, your current path toward these objectives, and how we can help you achieve them. We’ll introduce what types of accounts you can set up, such as RRSP, RESP, TFSA, or cash, and make recommendations based off your goals.

 

Investment Proposal

Once we have a better idea on your financial status, we construct a custom Investment Proposal and Investment Policy Statement (IPS) for you based on your income, assets, risk tolerance, and time frame. You will get a chance to review this document before making a decision.

 

Documentation

If you decide to become a client, we’ll prepare all the necessary documents for you to sign. We promise to make this part easy for you. We’ll review together in person or through a call, and accounts are typically opened within 3 days.

 

Monitor, review, and adapt

After your portfolio is built, we will continue to monitor your holdings on a daily basis and adapt to changing market conditions. We personally reach out to all our clients every quarter, and we’re always here to chat, provide portfolio updates, or answer questions.

Getting Started

To get started with us, please give us a call at 1-888-585-1962 or email chris.stuchberry@wprivate.ca, or click the blue chat icon on the bottom right of this page to start a Live Chat with an advisor.