That depends. The people we work best with are within 7 to 10 years of retirement or they have retired within the last 5 years.
Ideally, they are intelligent with a sense of humour; and there is some synergy between us, not just that we like each other, but that we are able to connect on a number of levels. (This is about my life, too.)
No, you don’t need a minimum amount of assets; however, you do need to know our minimum planning fee is $3,500.00. People usually like to pay this fee from their investment assets rather than from their bank accounts, but we will make alternate arrangements to accommodate you if desired.
Yes. While many of our clients live in the greater Edmonton metropolitan area, technology has given us the ability to work with people living across the 4 western provinces and the Northwest Territories, and we do. In fact, COVID-19 has really elevated our use of technology.
You should expect a friendly, but focused conversation. We’ll want to hear your story ꟷ how you came to be where you’re at today, and where you want to get to in the future, and what you want to accomplish with the rest of your life. Then we will tell you a bit about how we do things to ensure that our clients achieve and maintain their desired lifestyle without fear of running out of money.
When we finish talking, each of us should have a good idea of whether we want to go further with the relationship, and if we do, then we can set up a follow-up meeting to go deeper.