Becoming a Client
From opening the conversation to opening an account.
We invite you to meet with us for an initial ‘discovery session’ that will allow us to learn about you and for you to find out more about us – with no obligation to either side. If, after this conversation, we both see a potential fit, we would be pleased to prepare a complimentary proposal.
The proposal will outline a recommended strategy and asset mix for your investments, outline costs and reporting process, along with wealth planning and structuring ideas based on the information you shared with us in the discovery session. As part of the proposal, we can also do an analysis of your current portfolio (i.e. asset mix, alignment with your objectives, fees, etc.). If we think you are already well taken care of, we will tell you so.
Should we decide to work together, we’ll take care of everything needed to transfer or open your registered (e.g. RRSP, RRIF, TFSA, RESP, LIRA, RDSP, etc.) and non-registered accounts. Your assets may be transferred in cash or in-kind.