Our Process
What To Expect
At Perspective, we take a consultative approach that usually takes place over the course of two to three meetings that cover the following ‘steps’:
Discovery. Our first meeting is simply us getting to know each other. I’ll ask you a series of questions about your current situation and future financial goals – and you can ask me any questions you may have. In other words, no pressure! If we decide to move forward, I will request a series of documents that will be necessary for building your customized financial plan.
Review & Recommendations. We’ll review your current financial plan and the goals you outlined in our discovery meeting. I will offer some recommendations based on the information you provided and explain our fee structure in detail so you have all the information you need to make your decision.
Becoming a client. Once you have decided to partner with Perspective, I will create your personalized plan, which I will present to you prior to implementing.
Becoming a client of ours marks the beginning of a long and collaborative relationship. We’ll touch base regularly so we can address – and anticipate – your needs as your goals and situation evolves.
Here's how we can help:
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Understand
We’ll build an understanding of what’s important to you and why – and where you want to go in life. Essentially, your goals become ours, and inspire us to help you get there.
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Design
We’ll carefully consider the knowledge we’ve gained by learning about you to design your plan, then present it to you and answer any questions you may have.
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Implement
Once we know you’re comfortable with your plan and understand how it works, we’ll implement it, select the specific investments and handle all the paperwork.
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Manage
We’ll look out for you by continually monitoring the progress of your plan to make sure it stays on track, and suggest any changes where needed.
Calculators
Managed Money Report
Invest to Achieve Specific Goals
Financial strategies for women preparing to divorce
Budget your way to wealth
Canadian and US dollar update
Are Your Important Documents Secure and Accessible
- Perspective Wealth Management: 40 King Street W Ste 5300 Scotia Plaza Toronto, ON M5H 3Y2
- T: 416.777.6385
- F: 416.777.7141
- Map & Directions
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Website legal disclaimers
Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund.
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund.
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