My proven process

The best client is an informed client. I ensure that my investors understand their investments as well as the market and economic factors that influence them. When clients are informed, engaged and actively involved, they develop trust and understanding in what I am doing and are less likely to abandon sound strategies at the worst moment.

I remain accessible. My door is always open, but I don’t wait for you to come calling. At least once per quarter, and more frequently as required, I will schedule a call to touch base. This is in addition to sitting down together for a face-to-face meeting to review your investments each year. At any time, if you have questions or concerns, I will make myself available.

With a collaborative approach honouring the true spirit of partnership, I follow a four-step approach to wealth management:

1. Profiling

Through in-depth discussion and analysis with you, I create a detailed profile of your financial situation, time horizon, risk tolerance level, goals, and expectations.

2. Proposal

In this phase, I prepare an individualized proposal, which acts as a roadmap for your financial journey. The proposal incorporates my asset allocation strategy recommendation and outlines my service and communication commitments.

3. Implementation

At this point, I select investments to implement the asset allocation recommendation outlined in the proposal. As I construct the portfolio during this phase, I ensure that each holding is aligned with your risk and return objectives.

4. Review

Every quarter, I provide you with a performance report that summarizes the individual securities held in your portfolio and a newsletter communicating any important and timely insights. As well, I provide comprehensive year-end performance reporting that outlines realized capital gains and losses so that you understand how your portfolio is working for you.