Strategic Partnerships
Working Together as Your Advisor Team
Getting your Financial Team on the Same Page.
-
Working with the right advisor
Check your advisor’s credentials and ensure all designations are up-to-date, each advisor will have a specialty.
-
Have the right number of advisors
Each advisor should serve a specific purpose in each area of your financial life.
-
Choose a “financial coordinator“
Your financial planner should be the “coordinator” of your team, we can help develop, guide, monitor and coordinate your team to achieve your financial goals.
-
Who should be on your team?
Financial Advisor, Accountant, Lawyer, Insurance Specialist, Trusted Advisors
One of our preferred lawyers is: https://dieplaw.ca/
-
Trust
By working together with your advisor team, we can help achieve your financial goals in a collaborative and effective manner.