Our Process

We get to the heart of your tough questions

Our advisors take time to build deeper, more personal connections – with you and your family. It’s the X-factor that gives you the confidence to share your hopes and dreams, what drives and inspires you. So, regardless of how you choose to connect, we will get to the heart of your hard questions and tailor your plan to give you the answers you need.

The Personal Wealth
Management
Strategy

Our Advisors adopt a disciplined process using The Personal Wealth Management StrategyTM. This system allows them to examine all aspects of your financial well-being – from evaluating your current state to understanding your dreams and aspirations – to build the plan that's right for you.

Personal Wealth Management Wheel Personal Wealth Management Wheel

1. DREAM PLAN

Understand how you want your money to work for you; evaluate your wants, needs and goals; map your plan.

2. PORTFOLIO MANAGEMENT SYSTEM

Provide a portfolio that meets your investment objectives to help achieve your target returns.

3. RISK MANAGEMENT REVIEW

Develop contingency plans and recommend insurance solutions to deal with the ups and downs of life along the road.

4. BANKING RELATIONSHIP REVIEW

Examine the relationships you have with your financial institution and identify ways to improve your banking services.

5. ESTATE & TAX PLANNING

Develop a plan to ensure what you leave behind for your loved ones is efficiently transferred to them.

6. PROGRESS REVIEW

Conduct annual reviews to ensure you’re on track to achieving your goals; adjust your plan to suit the changes in your life.

THE VALUE OF ADVICE

What is the cost of financial advice?

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