The Rosedale Group - ScotiaMcLeod Toronto

Tim Wilson Process

When bringing on new clients, we follow a four step process

  1. Data gathering, assembling of all financial information, personal and family information, objectives and expectations.
  2. We implement the plan following your approval and signing of the Investment Policy Statement.
  1. Thorough analysis and due diligence is conducted to ensure the services employed are most appropriate for your unique situation.
  2. We present the Investment Policy Statement and discuss the parameters of risk and return.
Find out what the process can do for you.
 
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