Introduction  |  Our Services  |  Wealth Planning Strategies

Our Services

Our Wealth Planning support follows an in-depth meeting between you and your advisor to better understand your goals and wishes. In some situations, a Private Client Manager and/or one of our Regional Wealth Planning consultants may participate in the meeting. Regional Wealth Planning consultants are also available to meet with your family or business lawyer and accountant to more fully explain the benefits of our wealth planning services.

Here are some of the ways in which we deliver our solutions:

Wealth Planning Report - an important first step in developing your personal wealth plan. It is prepared for you based upon our understanding of your financial, family and/or business circumstances.

Financial Review – a basic report that addresses sufficiency of your financial resources to support your lifestyle goals and objectives and provides general information regarding tax and financial strategies and estate planning strategies.

Financial Snapshot - provides you with a high-level overview of your financial resources.

Scenario Analysis - this "what if" financial analysis can be used in addition to a Wealth Planning Report, or to provide you with subsequent analysis of a particular course of action.

Financial Update - you can request this report to update the financial component of your wealth plan during the period between complete Wealth Planning Reports.

Probability Analysis - a financial analysis that estimates the probability of success of you achieving their goals and objectives. It should be used either in addition to a Wealth Planning Report or Financial Update Report, or to provide subsequent analysis of a particular course of action.