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43 First Street Orangeville ON L9W 2E3
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Lisa Leblanc
Lynn Greenwood
Derek Wiens
Support Staff
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Protecting Your Family
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Your Legacy
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Retirement Planning
Estate Planning
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Contact us
About Us
Lisa Leblanc
Lynn Greenwood
Derek Wiens
Support Staff
What We Do
Life Stages
Starting Out
Young Family
Established Family
Retiree
Single
How We Help
Protecting Your Family
Your Investments
Income Taxes
Your Retirement
Your Child’s Education
Your Legacy
Running a Business
Financial Planning
Retirement Planning
Estate Planning
Investment Tax Planning
Portfolio Analysis
Insurance Analysis
D.R.E.A.M.S
Resources
Calculators
E-Newsletter
Financial Library
Video Library
Government Sites & Forms
Life Planning
Contact us
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Email
Portfolio
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About Us
Lisa Leblanc
Lynn Greenwood
Derek Wiens
Support Staff
What We Do
Life Stages
Starting Out
Young Family
Established Family
Retiree
Single
How We Help
Protecting Your Family
Your Investments
Income Taxes
Your Retirement
Your Child’s Education
Your Legacy
Running a Business
Financial Planning
Retirement Planning
Estate Planning
Investment Tax Planning
Portfolio Analysis
Insurance Analysis
D.R.E.A.M.S
Resources
Calculators
E-Newsletter
Financial Library
Video Library
Government Sites & Forms
Life Planning
Contact us
Search for:
Search Button
About Us
Lisa Leblanc
Lynn Greenwood
Derek Wiens
Support Staff
What We Do
Life Stages
Starting Out
Young Family
Established Family
Retiree
Single
How We Help
Protecting Your Family
Your Investments
Income Taxes
Your Retirement
Your Child’s Education
Your Legacy
Running a Business
Financial Planning
Retirement Planning
Estate Planning
Investment Tax Planning
Portfolio Analysis
Insurance Analysis
D.R.E.A.M.S
Resources
Calculators
E-Newsletter
Financial Library
Video Library
Government Sites & Forms
Life Planning
Contact us
D.R.E.A.M.S
Details:
Introduction: Who, What, Why, How
Get to know each other
Interview and ask questions
Collect all relevant financial data such as:
list of assets and liabilities
tax returns
investment statements
insurance policies
wills, power of attorney
pension plan information
income and expenses
Complete questionnaires
Recognize:
Identify client’s financial and personal goals which may include:
providing for retirement
strategies to minimize tax
children’s education
supporting elderly parents
business succession planning
transferring assets to beneficiaries efficiently
Evaluate:
Analyze all of the information provided and reassess financial issues and areas of concern, such as:
cash flow
tax issues
risk management
suitability of investment allocations
preparing for life’s unexpected changes
income protection
Advise:
Present financial plan
Provide written recommendations and possible solutions which may include the following:
retirement plan
capital needs analysis
establishing a budget
education plan
estate plan
asset allocation and investment strategies
Move:
Take action to implement the recommendations
Complete applications
Sign all documentation and disclosures
Deliver all regulatory documentation
Systematic Reviews:
Set-up review appointments according to client’s needs
Review, revise and rebalance portfolio if necessary as a result of market changes, personal changes or changes in the mandates of the funds
Update on any significant changes in the clients’ financial picture (e.g. marriage, divorce, new baby, new job, relocation, tax changes, retirement)
Revisit the financial plan to monitor the progress and make any required adjustments