Meet With Us
Discuss your challenges and goals, get answers to your questions, and see if we can help.
Client Success Process
Select each step to learn more
Introduction
(1st Meeting)
Discovery
(2nd Meeting)
Wealth Strategy
(3rd Meeting)
Review & Update
(4th+ Meeting)
Introduction
(1st Meeting)
The first step is to have an introductory meeting with a financial advisor in Calgary to discuss your financial challenges and goals as we explore if we can help you.
Discovery
(2nd Meeting)
It is important to understand where you are at and where you want to go so we can work together to build an effective and efficient strategy to get you there. Your financial advisor in Calgary will discuss your values/goals/challenges, review your current financial state for vulnerabilities and opportunities, and build a roadmap of next steps to help you achieve your goals.
Get Started – Become A Client
- Review and sign new client paperwork to become a client using our simple digital process.
- Your investment accounts will be transferred from your previous financial institution over to your new accounts at National Bank.*
- As your investments are being transferred, which usually takes a month, we start the financial planning process.
*Investment services provided by MRG Investments of Aligned Capital Partners Inc.
Wealth Strategy
(3rd Meeting)
Based on your values and goals, your financial advisor in Calgary will work with you to build an integrated wealth strategy tailored to your specific situation and designed to help you achieve your goals. We will discuss your proposed wealth management in Calgary strategy, make updates as required, and ensure you understand all components including the value and simplified next steps to implement.
- Financial Management
- Investments
- Retirement
- Risk Management & Insurance
- Tax Optimization
- Estate
Review & Update
(4th+ Meeting)
A key to success is continually monitoring and adjusting your wealth strategy based on life, economic, and political changes. Through regular communication and updates with your financial advisor in Calgary, we can help you stay on track to achieve your goals.
(403) 999-4500
The problems with the
traditional approach
Pushing products instead of providing personalized solutions
Inefficient investment portfolios consisting of just stocks, bonds, mutual funds, and/or ETFs
Missing tax-optimization and financial planning opportunities
Paying high fees for limited service and value