The Wealthy Life Formula

While the customized strategy we create for each client is unique to them, the proven approach we take in building the strategy is consistent. Here are the integral steps we follow and the process you can expect:

  • We realize the importance of investing time upfront to ensure we are a good match. In our initial meeting together we will ask questions to get to know you, what's important to you, and explore a potential fit in working together. Understanding your personal circumstances, goals & objectives, investment experience and expectations allow us to access where we can add value and guide you in achieving your goals. If after the initial meeting we don't believe we are best suited to meet your needs, with your consent we will refer you to another Advisor that may be better aligned based on the information you have shared with us. Where we both see a great fit in working together, we'll do a deeper discovery to fully understand your situation before moving on to the strategy design phase of the process. Either way, an initial consultation will be worth your time as it will point you in the right direction.

  • This is the fun part for us as we take the information you shared and work our magic behind the scenes to design a customized strategy for you to achieve your goals. We work with our expansive team of experts and your other trusted processionals (accountant &/or lawyer as appropriate) to identify opportunities to maximize your wealth and the impact it can have in your life and the lives of those you care most about. We present our recommendations to you, outline the pros and cons of various options to consider, answer your questions and outline the steps needed to implement your plan.

  • Once you have approved the design, we walk you through the implementation process. This is where the rubber meets the road and your vision starts to become a reality. We handle the required documentation to open the appropriate investment accounts, transfer funds and initiate the portfolio construction. We co-ordinate an efficient timeline to implement all aspects of your customized strategy. Execution is the key to success and we become your accountability partner to ensure things get done to drive results.

  • Once your strategy is implemented, the work isn't done. Ongoing adjustments are needed as circumstances change to ensure results are delivered. We monitor your progress relative to your defined objectives and provide regular reporting and schedule periodic reviews. Behind the scenes we are busy monitoring your investments, stock markets, interest rates, economic conditions, legislation changes, tax rulings, legal, trust and estate implications and more. Ongoing and continuing education keeps us informed and relevant so we can provide you with a very high level of service and advice. Clear communication is key to building strong relationships and staying focused on key priorities, especially as your situation changes over time, requiring revisions to your strategy. The cycle then starts over again so we can ensure we always understand, revise the design as needed, implement accordingly and manage appropriately.

Happiness is not in the mere possession of money; it lies in the joy of achievement, in the thrill of creative effort.
Franklin D. Roosevelt