Our Process Nothing is left to chance

Risk comes from not knowing what you are doing. ~~ Warren Buffet

Just as there is a disciplined approach to how we invest on behalf of our clients, we also implement a defined process for each of our clients. Each client receives a customized and unique plan depending on their goals. How we gather all the information and provide advice has been carefully structured to create a process that addresses all your wants, needs and any gaps which may have occurred previously.

our process diagram

Once we execute your plan, we continually review results and ensure we remain aligned with your future plans and goals. We provide ongoing reporting and if changes are needed, we will make recommendations. Having regular and consistent touch points with you is critical for us so that we are knowledgeable about any changes that may impact your plan.

  • We’ll build an understanding of what’s important to you and why – and where you want to go in life. Essentially, your goals become ours, and inspire us to help you get there.

  • We’ll carefully consider the knowledge we’ve gained by learning about you to design your plan, then present it to you and answer any questions you may have.

  • Once we know you’re comfortable with your plan and understand how it works, we’ll implement it, select the specific investments and handle all the paperwork.

  • We’ll look out for you by continually monitoring the progress of your plan to make sure it stays on track, and suggest any changes where needed.

Contact us for a 30 minute “Ask-us-anything” meeting to discuss moving you closer to a more certain future.

Access the Value of Confidential Integrated Wealth Management Advice on Your Current Investments

If a friend, family member, or family office has referred you to us, please email us at GrumWM@raymondjames.ca or contact us directly at +1 (403) 221-0315 to set up a confidential introductory meeting.