We follow to a results-oriented planning process that ensures a disciplined approach to enhancing your wealth:



Discovery Meeting

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.

Investment Plan Meeting

At our second meeting, we will let you know what you are doing well and what you could be doing better. A number of options will be presented to you, and we will work together to find the option that best fits your objective and risk tolerance.

The Wealth Management Plan

Once we have come to a mutual agreement on your Wealth and Estate Strategy, it will be put into action. We will engage a network of wealth and estate planning specialists* and tax and legal professionals to implement specific financial planning strategies.


Regular Review

We will establish the frequency of progress meetings to review your investment portfolio and your advancement towards your goals. These meetings allow you to discuss any updates to your client profile, or changes to your individual, professional or family circumstances. If any of your investments are not moving you towards your goals, we may recommend suitable alternatives.


* Offered through Canaccord Estate Planning Services Ltd.