Our Process


Step 1:

 We start by developing a solid understanding of where you are and want to go. When we first meet our objective is to review your particular situation, your overall goals and gather all the relevant information specific to your situation. 

Step 2:

 Next we'll work with you to clarify and help you to set specific goals. The process helps us develop clarity about your goals and objectives.

Step 3:

 We then complete our initial meeting and provide an analysis of your situation.  Along with an Investment  Policy Statement (IPS). Recommendations are specific and outline our suggested action steps. 

Step 4:

 We look for the best investment opportunities and insurance for your specifically.

Step 5:

 Periodic reviews and adjustments ensure your progress. We meet with you periodically to review your portfolio, changing needs, circumstances and take action accordingly. 

Products and services offered in this website are only available to residents of Alberta. Content provided here is compiled from a variety of sources. it is for information purposes only and should not be construed as advice.