Becoming a Client

From opening the conversation to opening an account.

Discovery meeting

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.

Proposal

Based on the information you share with us in the discovery session, we will prepare a proposal outlining our recommended portfolio strategy and asset mix, fees, and the reporting you can expect from us. If you can provide your current investment statements, we will also do an analysis of your current portfolio outlining overall asset mix, risks, fees, etc.  Many prospective clients tell us they have never received a complete picture of their portfolio and are surprised by the results.

Transfer

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.