Your wealth management success is our reputation. If you don't
succeed, neither do we.
Before any planning begins and recommendations are made, we sit
and carefully listen to you. From our initial meeting we learn
about you and your financial goals. Your focus is our focus. In
order to understand you better, we use open-ended questions and
follow the Canadian Institute of Financial Planning's Six Step
Process for Financial Planning to ensure your comprehensive and
customized plan is complete, and perfectly suited to your
individual needs.
Working together, we develop a personalized wealth management
plan to get you where you want to be.
Our Six Steps to Financial Planning
- We Establish the Engagement of Our Service - Custom to
Your Needs:
We meet with you one-on-one and carefully listen to you to
effectively define the terms of our engagement.
- We Gather Client Data:
We ask you specially designed open-ended questions and guide a
collaborative discussion to determine your goals, specific needs
and priorities.
- We Analyze Your Financial Information:
We gather and collate all of your relevant financial information
and then analyze this information with respect to your goals, needs
and priorities.
- We Develop and Present Your Personalized Financial
Plan:
We carefully develop a customized financial plan, dedicated to
meeting your needs and goals, by identifying and evaluating the
financial planning strategies most relevant to you.
- We Implement the Financial Plan:
Working closely with you, we agree on the ongoing implementation
of your new financial plan and all related actions,
responsibilities and time frames.
- We Provide Ongoing Reviews of Your Financial
Plan:
It is important to continually monitor your financial plan once
actioned to effectively measure and assess its success. To do this,
we will agree on responsibilities and time frames for a review and
re-evaluation of your plan to ensure it is current and always
reflecting your overall financial goals.
Get to know our Wealth Management Advisors
Your wealth management success is our reputation.
If you don't succeed, neither do we.
Before any planning begins and recommendations are
made, we sit and carefully listen to you. From our initial meeting
we learn about you and your financial goals. Your focus is our
focus. In order to understand you better, we use open-ended
questions and follow the Canadian Institute of Financial Planning's
Six Step Process for Financial Planning to ensure your
comprehensive and customized plan is complete, and perfectly suited
to your individual needs.
Working together, we develop a personalized wealth
management plan to get you where you want to be.
Our Six Steps to Financial Planning
1. We Establish the Engagement of Our
Service - Custom to Your Needs:
We meet with you one-on-one and carefully listen to
you to effectively define the terms of our engagement.
2. We Gather Client Data:
We ask you specially designed open-ended questions
and guide a collaborative discussion to determine your goals,
specific needs and priorities.
3. We Analyze Your Financial
Information:
We gather and collate all of your relevant
financial information and then analyze this information with
respect to your goals, needs and priorities.
4. We Develop and Present Your
Personalized Financial Plan:
We carefully develop a customized financial plan,
dedicated to meeting your needs and goals, by identifying and
evaluating the financial planning strategies most relevant to
you.
5. We Implement the Financial
Plan:
Working closely with you, we agree on the ongoing
implementation of your new financial plan and all related actions,
responsibilities and time frames.
6. We Provide Ongoing Reviews of Your
Financial Plan:
It is important to continually monitor your
financial plan once actioned to effectively measure and assess its
success. To do this, we will agree on responsibilities and time
frames for a review and re-evaluation of your plan to ensure it is
current and always reflecting your overall financial goals.
Get to know our Wealth Management Advisors [[**Link
to About Us**]]
Gary Renaud [[**Link to
bio**]]
Janet Geiger [[**Link to
bio**]]
Brenda Wilkins [[**Link to
bio**]]
