Client Onboarding Process
Our mission is to inspire and empower our community to invest for the future, pay back the past, and live for the now.
SILVER
500K - 1M
Investable Assets
GOLD
1M - 2M
Investable Assets
*Clients with below $500K in investments accepted on a case by case basis
PLATINUM
2M +
Investable Assets
Financial X-Ray
1hr
A look into your current financial state:
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In depth discussion about your goals and concerns
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High level intro to strategies and solutions for your specific needs and goals.
Financial Surgery
60 min - 90 min
Client commitment meeting:
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Receive specific investment recommendations
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Consolidate investments
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Implement base financial plan
Estate Analysis
30 min - 60 min
In depth estate assessment and analysis
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Discuss needs and goals for estate
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Intorduce strategies to minimize your tax liability,
Estate and Tax Planning
60 min
Option to meet with clients accountants and lawyers to ensure we are all optimizing your wealth.
Risk Analysis
60 min - 90 min
Risk assessment and analysis:
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Test your financial plan against death, critical illness, and disability
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Receive strategies to mitigate risk
Ongoing Client Relationship
1 Annual Review & 1 Trusted Advisor Meeting (with accountant or lawyer)
via phone, web conference, or in-office
1 Annual Review & 1 Trusted Advisor Meeting (with accountant or lawyer)
via phone, web conference, or in-office
Access to our advanced financial planning department, insurance specialist, and mortgage specialists
All from Silver +
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Preferred mortgage rates
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Ability to extend lower fees to parents and children
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executor assistance
All from Gold +
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first invite to special events
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option to have your statements and tax slips sent directly to your account
Meetings
Service
Meetings
500K - 1M
Investable Assets
SILVER
GOLD
1M - 2M
Investable Assets
PLATINUM
2M +
Investable Assets
1 Annual Review
via phone, web conference, or in-office
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Portfolio Funds
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iProfile Portfolio
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Portfolio ETF’s
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iProfile
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Portfolio ETF’s
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Separately Managed Accounts
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iProfile
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Portfolio ETF’s
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Separately Managed Accounts
Product Options
Fees
Fee Based and Regular Accounts Types available. Fee Negotiations are based on total investable assets