Our process

We have developed a clear framework for working with clients. It begins with getting to know you, establishing your goals and values, and designing a strategy that aligns with you and your family, followed by implementing, monitoring and adjusting your plan as needed. 



  • Understand the dynamics of your family and/or business
  • Discuss your financial needs and goals 
  • Gather financial information and documents 


Plan and implement: 

  • Address key issues and present step by step guidance.
  • Discuss portfolio proposal.
  • Establish investment risk tolerance and objectives
  • Open accounts and proceed with our investment strategy 


Monitor, review, adjust:

  • Closely monitor and actively manage your portfolio 
  • Annual Review meeting and regular contact as needed 
  • Adjust financial plan and investment strategies as your life changes