My first step with a prospective client is to sit down and find out what is really important to you—your values and your goals—and to learn about your current financial situation. I only work with a client when we both agree that my comprehensive wealth management process can offer significant value.

Once we make a mutual commitment to work together, I will introduce you to a portfolio manager and we will work with you to develop a risk profile that will lead to the creation of a custom portfolio strategy documented in your Investment Policy Statement (IPS). Each IPS is based on Nobel prize-winning research and hand-tailored to match your tolerance for risk and your needs for income, liquidity and return.

Next, I will work with a team of high-quality financial professionals to develop a comprehensive Wealth Management Plan. This plan incorporates your IPS and addresses all areas of your financial situation—including asset protection, tax planning and estate planning. Your plan is based on my input and evaluation of your situation and is developed using leading -edge asset protection strategies and the invaluable insights of some of Canada’s top tax and estate planning lawyers.

Every element of the Wealth Management Plan reflects your values and goals. This document serves as a foundation for all work that we do for you. Once your plan has been mapped out, we work diligently to keep on track so you can stop worrying about your money and start enjoying it. We will also work closely with your other advisors to ensure that all planning is coordinated and implemented.

If you have any questions about the services I offer, or if you would like to schedule a meeting to determine if I can add significant value to your financial situation, please don’t hesitate to contact me.

Sincerely,
Alan R.Cranfield
BA, CFP, R.F.P.