Contact us

Reach us to discuss your needs and get the help of our advisors, schedule a meeting or discover more about our workflow.

Reach our head office directly:

Also, you can discover more about our company and learn about our offices.

Tel: 905-731-9800
Fax: 905-731-9759
Toll Free: 877-422-9622

Head Office
9033 Leslie Street, Unit1
Richmond Hill ON L4B 4K3

Schedule a Meeting

We're here to help. Schedule a no obligation meeting with one of our financial advisors

 

Becoming a client

Discover a workflow on how we set up relationships with a new client.

 

In our initial meeting we ask in-depth questions pertaining to your financial objectives, needs, personal values and constraints. We examine your current situation, the goals you would like to achieve and how we can maximize the possibility of achieving those goals. 

In this meeting, we will will help you define your needs, goals and any financial constraints. We will use

the information collected

to create a comprehensive investment plan for you

and your family.

Proposal

In this meeting, we will discuss

your investment plan and provide the details of the proposed recommendations. Our proposed investment plan will demonstrate how we propose to invest your assets according to your specified risks and financial situation.

We will discuss your investment, tax, and planning needs and make recommendations that are customized for you. The proposal meeting will cover all costs and fees, and will include important questions to help us get a better understanding of your goals and financial needs. 

Commitment 

At this meeting, if you agree with

our proposed investment strategy and we mutually agree there is value in moving forward and working together, we proceed to formalize the relationship of you becoming a client of our firm. Should we choose to work together, we commit to work toward achieving what is important to you and your family.  

During this meeting, we will answer any questions or concerns you may have about your investment plan and also execute the documents necessary to put your investment plan in motion.

Follow-up

These meetings will be scheduled

at regular intervals and are the foundation for our ongoing wealth management services. They provide us both with regular opportunities to discuss and review any major changes in your personal or financial situation.

Based on that we will determine if any changes that have occurred would necessitate an adjustment to your investment plan. We also review your overall progress toward your long-term financial goals.

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