As part of your responses you My husband Vivian and I have received exceptional service from our Financial Advisor, Asante Wealth Management and in particular, Remy Pattynama, who has been very attentive to our needs and guided us whenever we needed assistance.
Our Process
1. Assess Your Current Situation
Like any relationship, it is just as important to us as it is to you that there is a good fit. To better assess if and how we can help you achieve your financial goals and objectives, we start by gaining a better understanding of you and your current situation.
- Understand your life goals, dreams, and values
- Assess if you are currently on track to meet your goals
- Determine what risks you may need to account for in your current plan
We are happy to offer both in-person or virtual meetings for our initial discussion. It may also be helpful to bring some of the following to provide additional information: recent investment statements, your most recent Income Tax Return and CRA Notice of Assessment, existing insurance policies or group benefits information, and a general idea of your monthly spending habits.
2. Create Your Wealth Plan
Once we have gathered enough information about your current situation and your future goals, we start by creating a preliminary Wealth Plan. This proposal provides a view into relevant areas of focus:
- Our recommendations on how to allocate and invest your money
- Establishing a timeline for any insurance needs
- Set a target for your estate, Wills, and Power of Attorney
- Determining how frequently we will meet to review the portfolio and progress against the Wealth Plan
Together, we will review the proposed Wealth Plan, timelines to implement, and make any adjustments to ensure you have a comprehensive plan that you are comfortable with.
3. Implement the Wealth Plan
Once you feel comfortable with your Wealth Plan, we will review any remaining questions you have and begin the process of setting up your accounts.
We take care of all of the required transfers, making the transition to our group smooth and seamless.
4. Regular Check-Ins and Reviews of the Wealth Plan
The key to a strong Wealth Plan is a constant focus on performance, to ensure we’re on track against the plan we set out. As your life situation changes, or your financial goals change, we make regular reviews and make adjustments to your Wealth Plan as needed.
For added convenience, we set up a communication plan with our clients that suits their preferences. No matter how we connect — in-person, virtual, our office, your home, phone calls, or emails — rest assured that you will have regular contact and communication with our team.
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Greta Dias
Contact us today to discuss how we can help you achieve your financial goals
Call us at 905-277-7933 —
Monday to Friday, 9am-5pm EST.
Schedule a Consultation at your convenience — meet virtually, or in-person.
Email us anytime
— [email protected]