Client Onboarding Process

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

Intro Meeting

30 Min

Get to know you meeting:

  • Our philosophy

  • Our expectations of clients and your expectation of us

  • Our goal is to find out if we are a good fit for you and vise versa 

Financial X-Ray

1hr

A look into your current financial state:

  • In depth discussion about your goals and concerns

  • High level intro to strategies and solutions for your specific needs and goals.

Financial Surgery

60 min - 90 min

Client commitment meeting: 

  • Receive specific investment recommendations

  • Consolidate investments

  • Implement base financial plan

Estate Analysis

30 min - 60 min

In depth estate assessment and analysis

  • Discuss needs and goals for estate

  • 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:

  • Test your financial plan against death, critical illness, and disability

  • 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 +

  • Preferred mortgage rates

  • Ability to extend lower fees to parents and children

  • executor assistance 

All from Gold +

  •  first invite to special events

  • 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 

  • Portfolio Funds

  • iProfile Portfolio

  • Portfolio ETF’s

  • iProfile

  • Portfolio ETF’s

  • Separately Managed Accounts

  • iProfile

  • Portfolio ETF’s

  • Separately Managed Accounts

Product Options

Fees

Fee Based and Regular Accounts Types available. Fee Negotiations are based on total investable assets

9th Floor Brookfield Place, 225 6th Ave. SW Calgary AB  T2P 1N2  | team.fox@igpwm.ca