Our Wealth Management Process

Polsinelli Financial Advisory Group of ScotiaMcLeod uses a thorough, six-step process to deliver a superior advisory experience along with strong wealth management solutions. This ensures that all of your personal, family and corporate circumstances have been taken into consideration. Our recommendations, advice and financial management are in keeping with your overall wealth management picture – to ensure that you are always on track to reaching your personal and financial goals.

Initial Introduction

Initial Introduction

In our first meeting we welcome you to Polsinelli Financial Advisory Group with an introduction to our wealth management process, the services and vast resources of ScotiaMcLeod, and present our value proposition to you.

Team of Specialists Review

Team of Specialists Review

We begin with a financial discovery – a thorough review of your current financial plan and situation, and a discussion of your financial goals and all circumstances that should be taken into account when we make recommendations. We provide a consultative analysis of your situation and hold an advisory discussion on how we can help you achieve your goals.

Building Strategy

Building Strategy

With the review complete, the team sets to work “think tanking” to make sensible recommendations that fit your unique situation, constructing a strategy to suit your needs and creating a plan that, based on your needs and limitations, will work for you, your family and your corporation over the long term.

Plan Presentation

Plan Presentation

We present your plan to you, deliver our recommendations and clarify that you are comfortable with and understand the strategies in place. This way we can confirm that our recommendations meet your needs and that the solutions we employ will be effective given your expectations and circumstances. We can also work with your accountant or lawyer to help to further customize and focus on the perfect strategies for you.

Plan Implementation

Plan Implementation

We present you with a Client Relationship Agreement that outlines the frequency of your plan’s reviews and updates, and how often our team will update you. Then we set to work implementing your plan and the services we promise.

Plan Management

Plan Management

We know that life continues to change and present challenges or new opportunities for you and your family. Your portfolio and your overall wealth management plan are monitored by our team on an ongoing basis using the research and strategic resources of ScotiaMcLeod to deliver the best possible solutions – and to put you on track to reaching all of your personal and financial goals, regardless of the changes that lie ahead of us.