Your Financial Blueprint

We view the creation of your financial blueprint as a partnership between you and our team, and will always act in your best interest.

Making you an integral part of our process

Working together is an integral part of the process to achieve an effective financial blueprint, which allows us to acquire a strong understanding of both your short and long term goals. A customized financial blueprint serves as the “how-to” for achieving your dreams. The basic steps for the process we use to address your objectives involves first understanding, and then designing and building your financial blueprint for moving forward.

Financial Blueprint

First, we’ll build an understanding of your personal goals, current financial situation, investment experience, and risk tolerance. We’ll also make you aware of our capabilities and explain the services we offer that can help you meet your objectives.

Next, we will analyze what you’ve shared with us in order to design your blueprint. This step may include collaborating with other professional advisors such as your accountant and lawyer. We present our recommendations to you, answer your questions, consider alternatives and outline the steps we need to take to implement your blueprint.

We will execute your blueprint using the wide range of research and resources available to us. This involves the selection of specific account types, investment products, risk management coverage, and completion of all necessary paperwork.

Once your financial blueprint is implemented, we will monitor its progress in relation to your objectives, and suggest changes as necessary. We accomplish this by maintaining regular contact and by conducting periodic reviews. A key to this step is your communication to us of any significant changes in your life.

Contact a Wealth Management Advisor today!


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Mutual funds and securities related financial planning services are offered through Qtrade Asset Management Inc., Member MFDA