An Empathatic, Data-Driven
Private Client Journey
Discovery Phase: Let's say hello! 你好! Bonjour! Hola! First, let's try understand your financial and life style goals and needs. Introduce you to the SYFinancial team to see if there is a mutual fit. Remember: wealth planning is a long-term, multi-decade project, not a 100-m sprint!
Planning Phase: After having a better understanding of your lifestyle goals, we craft a personalized and digital financial dashboard to fulfill your needs using a variety of tools: RRSP, dividend-generating life insurance, corporate tax-efficient accounts, etc. At this time, you also have the opportunity to preview what your financial future will look like.
Implementation Phase: Once we decide on a financial plan, the real work begins! We can adopt one of the following implementation approaches: 1) A "phased" approach that gradually puts into place your investment, insurance, tax and estate planning components, along with any family business restructuring (holding company or operating company). 2) An "All-in-One" approach that implements the whole package together.
Stewardship Phase: Now's the time for you to take a deep breath and relax! We will conduct regular meetings with you to review how your plan is doing, and make adjustments whenever needed. Along with a mobile-friendly client dashboard, all clients will have access to a minimum of 1 financial planning review session with their advisor, every 6 or 12 months depending on the need. Select Private Wealth VIP clients will receive Concierge Service -- unlimited access to their dedicated advisor throughout the year, along with: - Private sessions with best-in-class accounting, legal, and family trust advisors. - Invitation-only private client dinners, luncheons, and networking sessions. - Private sessions with top portfolio managers