Our Process

Our partnership begins with you. We work with you to develop a Strategic Financial Plan based on a comprehensive analysis of your situation and then we guide you towards successful accomplishment of your financial goals.

Define Success
Discovery meeting to understand your situation and goals
You complete our Financial Planning Workbook
We clarify your investment philosophy
We profile your investments and assess your risk tolerance

Bestmix Solution
We identify your optimal asset allocation
We analyze your Investment Portfolio and assess its risk characteristics
We provide a written Investment Policy Statement

Wealth Plan and Implementation
We develop a Financial Plan using our sophisticated software
We define a Wealth Strategy for you
We refer to our Team of Experts and Specialists for specific elements

Estate and Income Protector
We review your Will and Powers of Attorney
We complete an Estate Analysis
We assess asset protection, asset creation and tax-reduction
We refer to our Estate Planning Professionals & Specialists

Wealth Monitoring and Check-up
We provide ongoing monitoring and alert you if action needed
We conduct regular review meetings and dialogue with you
We offer educational information and invitations to seminars
You get on-line access to brokerage and banking accounts
We manage your cash using high, daily interest solutions
We offer on-line access to our website and ScotiaMcLeod research