Our approach is designed for those who are serious about achieving their financial goals and looking to partner with a professional team.
We invite you to meet with us for an initial session that allows us to learn about you and tell you about ourselves—with no obligation to either side. If, after this conversation, we both see a potential fit, we would be pleased to prepare a complimentary proposal.
Our proposal will outline strategies with respect to the asset mix of your investments, outline costs and the reporting process, along with wealth planning and structuring ideas based on the information you shared with us in our initial discussions. As part of our review process, we will also do an analysis of your current portfolio (i.e. asset mix, alignment with your objectives, fees, etc.). If we think you are already well taken care of, we will tell you so.
Should we decide to work together, we’ll take care of everything needed to transfer or open your registered (e.g. RRSP, RRIF, TFSA, RESP, LIRA, LIF, RDSP & etc.), non-registered and/or corporate accounts. Your assets may be transferred in cash or in-kind. The process will be stress free and handled with the utmost care and control.
Regular reviews to track progress against a plan, strategy or goal. We will conduct regularly scheduled reviews to track progress against a plan, strategy, or goal. These review may be conducted in person, via phone or through video conference.
Fust & Associates Private Wealth Management can help you figure out your next step. Contact us today to set up a confidential, no-cost, no obligation evaluation with a member of our team.