Jorge.Saban@RichardsonWealth.com LinkedIn Twitter

Jorge joined our team in July 2007. As a graduate from Ryerson University with a degree in Aerospace Engineering, Jorge brings a process oriented methodology to problem solving, analytical thinking and a friendly demeanor.

Of interest to Jorge is process efficiency and automation. This has allowed him to optimize our day-to-day activities so he can focus on his clients, their families and engage with them on a personal level to better understand their objectives, constraints and requirements.

When he's not staring at his computer screen Jorge enjoys long walks to the dog park with his two Westies, Penny and Betty White, traveling the world with his partner of 10+ years or putting his chemistry background to use with his baking while enjoying some bourbon on the rocks.

Process Driven

New Client Experience Workflow

_01 Inquiry

Brief discussion via email, phone or video to answer any questions you may have.

_02 Meeting of the Minds

A follow up conversation diving deeper into your needs, concerns, goals and commonalities we share to determine if we are a good fit. You will also be introduced to the rest of the team.

_03 Discovery

Should we decide to work together, information will be required to formulate a preliminary financial plan based on your goals and objectives.

_04 Analysis & Goal Setting

Presentation of a comprehensive working plan is made and discussion of variables and outcomes is had.

_05 Action Plan

A summary of an action plan is provided along with an Investment Policy Statement outlining the parameters to adhere to while managing your wealth.

_06 Implementation & Follow Up

Once the signing ceremony is complete your assets will be transferred and any transfer out fees charged by your previous advisor will be refunded. As funds come in, they will be invested according to the agreed upon Action Plan. Following this, an update is scheduled to review our process and answer any questions you may have.

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Frequently Asked Questions

_01 What account types do you offer?

RRSP, TFSA, RESP, RRIF, Individual Pension Plans, Estate and Corporate Accounts to name a few... through us you have access to various account types designed to meet your goals and objectives. We open these as discretionary portfolio managed accounts on a cost to service basis.

_02 What does Cost to Service mean?

While some advisors charge commissions for every transaction, a Cost to Service is the cost to maintain, invest, re-balance and monitor your Portfolio Managed Accounts. Doing so aligns our goals and sets the stage for a relationship based on trust to flourish. This all starts with a through financial plan and includes detailed reporting, online access, invitations to exclusive events and more. Additionally, our Insurance and Tax & Estate Planning team is available to you at no extra cost.

_03 What do you charge to manage my accounts?

For actively managed equity portfolios the cost to service ranges from 1.0% to 1.5% of total assets under management. With less active, fixed income portfolios the cost to service could be as low as 0.75%.

_04 Do you have a minimum?

Yes. $1 million of investable assets. This allows for a properly diversified portfolio and more importantly, gives us access to assets available to accredited investors. While I do help clients with less than the minimum, adherence to a structured savings plan is required in order to meet your goals.

_05 I don’t have the minimum. Can you still help me?

Yes. Let’s chat and discuss your concerns, goals and aspirations. The least I can do is help you find the resources you need through my knowledge and experience or my trusted circle of professionals.

_06 What is it like to work with you?

If you’ve made it this far we have connected in some way. And, I encourage you to call or email, not necessarily to discuss investments but to chat about what may be on your mind or any travel plans you may have. I’m here to listen because "[ I ] have two ears and one mouth so that [ I ] can listen twice as much as [ I ] speak."

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