Our Process

Holistic financial planning involves more than just portfolio discussions.

The 8 Step Wealth Management Process takes a holistic approach to financial planning. Through a written customized wealth management plan our team addresses the various areas of financial planning including tax minimization planning & estate planning (as it relates to investments), retirement income planning, philanthropy, business succession, portfolio construction and management. The process takes our clients through six initial meetings with our team, followed by a meeting with a tax lawyer. Once the plan has been implemented, a structured review program is put in place that includes regular financial planning and portfolio assessments.

The 8 Step Wealth Management Process

Click here to view Daniel's bio Click here to view Wes' bio

Insurance Services provided by Wellington West Financial Services Inc.