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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 to discuss your financial challenges and goals as we explore if we can help you.
Discovery
(2nd Meeting)
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)
- 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, we can help you stay on track to achieve your goals regardless of what curve balls life may throw your way.
(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