Client Service Agreement

What we will do for you:

Understand, Plan, Act and Monitor

Throughout our relationship, we will:

Take the time to get to know you (discovery meeting).

Undertake or perform a detailed analysis of your current situation.

Understand and identify your needs and concerns to help you set objectives and priorities.

Recommend solutions that are tailored to your needs.

Establish an action plan and the steps to take, with your priorities in mind.

Design a personalized plan for your retirement and investment needs.

Assist you in your decision making regarding estate planning and settlement.

Monitor changes in your personal, financial and economic situation, to affirm the proposed solutions continue to suit your objectives.

Entrust your file to your designated financial advisor, or refer you to an advisor who will monitor your situation as it evolves.