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Building a Strong Foundation to Achieve Your Goals
Have you ever wondered if you’re on the right path and if you’re on a solid financial foundation?
In order to connect you to where you want to be, we need to learn about you. We want to identify your goals, quantify what it will take to achieve them and develop your personal plan and portfolio design to get you there.
Get started by completing the Financial Planning Fact Finder and Risk Assessment below.
Financial Planning Fact Finder
To get to know your financial situation and your goals, we ask that you download and complete this Financial Planning Fact Finder. Once completed, please forward it along to firstname.lastname@example.org and someone from our team will get in touch with you within 24 business hours.
This is the first and very important step to get to work with us.
Risk Tolerance Assessment
While most of us have taken risk tolerance assessments before, and they can have their flaws and outcomes “guided” by how we answer the questions, we feel that this one is particularly good and we’ve come to trust it. It gives us a disciplined process to follow rather than a random or subjective assessment on our part. Just like our investment process, this is NOT a “dartboard” approach…it’s careful, disciplined and scientific.
Will & Estate Planning
Estate planning normally comes near the end of our planning process unless someone doesn’t have a Will and then it’s important to have one done. Whether you have a Will or not, this questionnaire guides you through all the important items you need to consider and allows you to better prepared for time with the lawyer.
Key to Finding a Financial Planning Partner
- Is my advisor truly independent or do they represent certain products?
- Is my advisor a fiduciary?
- Is my advisor a discretionary portfolio manager?
- Are the interests of my advisor aligned with my own?
- What are my advisors’ credentials?
- Besides managing money, what else does my advisor do for me?
Answers to these questions are key to finding a financial planning partner that is the right fit for you.
Your Due Diligence is Essential
The Investment Industry Regulatory Organization of Canada (IIROC) makes information about every advisor available for the general public to review. Click the Know your Advisor logo above and scroll to the bottom of the page and press the “Start Search” button.