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.
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Gather the required personal information- investments, assets, risk profile, income needs etc. Present recommendations and a plan to achieve your goals
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Open the appropriate investment accounts
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Process the necessary transfer documents*
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Update you with the arrival of transfers or execution of trades
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Follow up with a meeting to review your plan once monies have arrived
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Walk you through your first statements and online access
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Provide regular reporting and communication on an on-going basis
* We will cover applicable transfer fees
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What Does our Advice Cost?
What Does our Advice Cost?
One of the first questions you may have is “what does it cost?”. We believe in a comprehensive disclosure of our client’s fees. It is important in the long-term relationship with our clients that fees that are transparent and understandable and reflect the service and advice we provide.
The costs that our clients incur come as a result of an annual advice and service fee, commissions per transaction or a combination of the two. Our initial consultations are provided at no cost to a prospective client. That service will include the first 4 steps of our Enduring Wealth Process - Team Introduction, Your Goal Definition, Your Information Collection and Your Investment and Retirement Plan Creation. These conversations may include all or some of the following potential topics; your existing investments and their risk, your objectives and growth expectations, joint ownership of investments, taxation and plans for your Estate. Once we have produced and presented our recommendations for your Retirement and Income plan, we will discuss which fee structure best fits your situation and the service model we agree works best for your family and situation.
What Does our Advice Cost?
Our 5 Core Business Beliefs
We Believe:
1. That frequent meetings and client communication improves Investment and Retirement Planning results for clients
2. That communication is a shared responsibility between our team and our clients
3. That an effective Investment and Retirement Plan is dictated by a thorough and comprehensive discovery in the goal setting process
4. That client education results in a better client experience as a result of better decisions
5. That prudent investment advice and wealth solutions tailored to client needs is worth paying for
What Does our Advice Cost?
Our referral Process
Many of our new clients are referred to us by our existing clients. We thank everyone who has referred us to their friends, family and work colleagues.
The most appropriate definition for the word referral is a "transfer of trust". We wholeheartedly embrace this definition and recognize the responsibility that comes with it. We make sure every referral sent to us is dealt with in the same professional manner that we deal with our existing clients. They will receive honest and independent advice we pride ourselves in providing.
How to make an introduction:
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Information: Forward your friend, family member and work colleague to our website or provide them with one of our informative brochures
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Seminar: Invite them to one of our monthly Coffee Talk presentations or one of our customary seminars.
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Book an Appointment: We will book an appointment over the phone or in person to meet one of our Advisors.
