More than a plan…
We offer a strategy that lasts for generations.
We offer more than just a financial plan. We offer a system which supports your life and your legacy. We look at the big picture of what you are trying to achieve, your hopes and your most valuable ressources. Working with us you get the experience of being a part of our family. Whether you come to us for a chat, some advice or a whole new perspective on what you can achieve by managing your wealth, we guarantee you take-away a feeling of being cared for. Book an appointment to start the conversation
1: In-Depth Discovery
“Our first meeting involves a series of questions in order to fully understand your needs, objectives and goals..”
Uncover your goals & objectives with an optimal investment portfolio
2: One Page Financial Plan
“After our discovery meeting I compile a one page document highlighting actionable steps you can take. This is a complimentary service to demonstrate the value our office can deliver.”
Investments, tax and retirement planning, Asset Optimization (RSP, TFSA, Corp Account
3: Action Steps Implemented
“I present your action plan which you are free to implement on your own, or engage us to support your success. If you choose to work with us, we schedule an introductory meeting with our Optimize portfolio manager.”
A course of action is determined collaboratively.
4: Review and Repeat
“We plan to meet at a minimum semi-annually. Once for our AGM where I review your annualized performance, market outlook, and annual objectives and one Wealth Management meeting to review financial planning reports and progress of your goals.”
Meetings and discussions to re-visit and adjust your plan.
At RJ Mountain Wealth, every client portfolio is viewed differently and uniquely. We structure our portfolios based on your particular needs and objectives. We factor in variables such as your time horizon, risk tolerance, return objectives, tax situation, company stock plans, and legacy positions. When it comes to matching a client’s objectives with an investment portfolio, ‘one size fits all’ has no place at RJ Mountain Wealth. Ultimately, we build investment portfolios which make sense based on your specific goals, comfort level, and tax situation.
