Choosing a new investment advisor can be a time consuming and stressful process. To minimize your apprehension, we will introduce you to our team, discuss your financial goals and see if we are the right fit for you.
We will then walk you through the following steps.
-
Gather the required personal information- investments, assets, risk profile, income needs etc. Present recommendations and a plan to achieve your goals
-
Open the appropriate investment accounts
-
Process the necessary transfer documents*
-
Update you with the arrival of transfers or execution of trades
-
Follow up with a meeting to review your plan once monies have arrived
-
Walk you through your first statements and online access
-
Provide regular reporting and communication on an on-going basis
* We will cover applicable transfer fees
Marketing Executive
I'm a paragraph. Click here to add your own text and edit me. It’s easy. Just click “Edit Text” or double click me.