Ray Martin and Tevis Michaud believe it’s critical to follow a disciplined process to achieve Wealth Management and Wealth Creation objectives. We follow a results-oriented, four-step wealth planning process that ensures a disciplined approach to enhancing your wealth.
Step One: Create your Complete Canaccord Client Profile
We believe that effective Wealth Management requires coordinated thinking across all aspects of your financial affairs, allowing you to gain strong control over your financial well-being.
We will guide you through a broad discussion focused on your values, responsibilities, interests, overall assets, financial needs and desired investment outcomes to create your Client Profile. In order to make appropriate and tailored recommendations, it’s important that we get a sense of each client’s personal situation, including what they’re most passionate about.
This important document enables us to personalize all available strategies and services to your financial objectives.
Step Two: Construct your Complete Canaccord Wealth and Estate Strategy
Achieving your goals is only possible with a customized strategy that guides you towards the right decisions. Using all the details in your Client Profile, we will work with you to construct a proactively managed and nimble wealth and estate planning strategy.
Your Wealth and Estate Strategy contains specific and measurable milestones to keep you on the right financial course towards your goals.
Step Three: Implement your Complete Canaccord Wealth and Estate Strategy
Once we have come to a mutual agreement on your Wealth and Estate Strategy, it will be put into action. If needed, we will engage a network of wealth and estate planning specialists* to implement specific financial planning strategies.
Step Four: Regular Progress Meetings
We will establish the frequency of Progress Meetings to review your investment portfolio and your advancement towards your goals. These include semi-annual portfolio reviews and informal updates. These meetings allow you to discuss any updates to your Client Profile, or changes to your individual, professional or family circumstances. If any of your investments are not moving you towards your goals, we may recommend suitable alternatives. This way clients gain confidence that The Martin Michaud Group is there for them today and for generations to come.
*Services provided by Canaccord Genuity Wealth & Estate Planning Services Ltd.