Initial Client Meeting

Information Gathering
Establish Objectives

Current Situation
Review Information
Review Objectives

Portfolio Specialist Accountant

Analyze Portfolios Tax Preparation,
Recommend Adjustments Revise Prev. Returns,

Insurance Specialist Financial Diagnosis Lawyer

Analyze Existing Coverage Address Legacy Objectives Revise Will, POA &
Prepare Quotes Address all other Opportunities Establish Trusts, etc…

Banking Specialist Gift Planner

Analyze Existing Debt Establish Donor relationship
Track Upcoming Renewals Document Donation Details

Final Presentation
Illustrate Recommendations
Involve Specialists As Required

Implementation
Prepare Necessary Documents
Completed Plan Delivery

Suite 200 – 1200 Lonsdale Avenue, North Vancouver 604.986.1200

Suite 770 – 666 Burrard Street, Vancouver 604.682.5431