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.
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.
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.