What To Expect

Initial Consultation

During our first meeting, we will discuss your current situation and your financial goals. . You will gain a better understanding of how we work and the services we offer. This free consultation appointment gives both you and our team an opportunity to determine if what we have to offer and what you are looking for are a good fit.

Presenting Our Findings and Options

At our second meeting, we will share our assessment of where your portfolio is working well and where and how we would suggest adjustments. A number of options will be presented to you, and you will be able to choose the option that best fits your objective and risk tolerance. We encourage you to take these findings and options away to think about and process further.

Account Opening

Depending on your specific needs, account paperwork will then be drawn up for your signature. Once signed, transfer authorizations will be submitted for the assets from your current institution to be transferred in-kind. The fees paid to your current advisor will then be directed to us, as required, as future transactions take place on your account.

Wealth Plan

A complete plan will be written up and reviewed with you. Depending on needs identified during the planning process, the plan will include investments, retirement needs, estate planning* and tax planning, along with an action plan for you to follow. We will work with your professionals, such as your lawyer and accountant, to help put the action plan into effect. If you don’t have a professional network, we can refer you to someone who can help you.

* Offered through Canaccord Estate Planning Services Ltd.

Testimonial

"Honest;

Always have client's best financial interests in mind;

Weekly updates sent via email re: TSX, GOLD, OIL, etc;

Regular monthly email updates re: positions that we hold;

Semi annual meeting to review all the positions in our portfolio and our financial goals and suggestions are made when there are positions that are not peforming as anticipated."

- Retired Couple, Businessman/Nurse, Clients for 12 years