Our Approach

We believe the financial planning process starts by having a clear understanding of your short, medium, and long-term goals and objectives. This is the main reason we have a step by step process that will guide you through the different stages.

Simplicity is important whether you are a sophisticated investor looking to rebalance your investment portfolio or a pre-retiree looking to consolidate your retirement plans. It’s important to keep things simple and make sure you understand what’s going on.

Our process is quite involved and we believe that this is important. We can’t get to know you in one meeting – this is why we have several throughout the process. Check out how we do things:

Step by Step process:

1.Introductory Phone Meeting (Discovery)
This is a complimentary meeting to understand very quickly if we will be able to provide value and if it is worth setting up a face to face meeting. We will spend 20 minutes over the phone so you can ask questions and we can fill you in on the process.
2.Face To Face (Analysis)
At this meeting, we need to get to know you and define your goals and expectations. We go over the process and make sure you understand how we will work with you to provide the mapping to achieve your goals. You will take away some important information. At this stage, you need to send us back a completed fact-find so we can proceed to the next step - the engagement letter.
3.Engagement Letter (Commitment)
Once you have sent us back the fact-find, we will send you an engagement letter. This document will outline the services we will provide and the exact cost. We also outline the different service packages.
4.Data Gathering and Plan Creation (Recommendations)
This is a very important part of the process and your plan starts to take form. Based on the information gathered and the full analysis, our team will start to work on developing the strategies and recommendations that are going to help you achieve your goals.
5.Presentation of the Proposal (Show you how it's done)
At this stage, we will present the advice and go over the strategies. This is another face to face meeting. We go over the Statement of Advice (SOA) and make sure you understand the different components. You take the plan with you and have 20 days to read over it and make sure you understand it.
6.Implementation (Let’s get started)
Once you have had time to go over the SOA, we will confirm all is in order. This is when we make sure you understand all of the information provided and you are happy with everything. If you would like to make, omit or add something, we will make these changes.
7.Ongoing Review (You’re on the way)
Depending on the service packages you have selected, you will become part of the EPG family and start your financial planning journey.

Our Approach

Discovery

  • This is a complimentary meeting to understand very quickly if we will be able to provide value and if it is worth setting up a face-to-face meeting. We will spend 20 minutes over the phone so you can ask questions and we can fill you in on the process.
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Analysis

  • At this in-person meeting, we get to know you and define your goals and expectations. We go over the process and make sure you understand how we will work with you to provide the mapping to achieve your goals. You will take away some important information. At this stage, you need to send us back a completed fact-find so we can proceed to the next step – the engagement letter.
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Commitment

  • Once you have sent us back the fact-find, we will send you an Engagement Letter. This document will outline the services we will provide and the exact cost. We also outline the different service packages.
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Recommendations

  • Once you have sent us back the fact-find, we will send you an engagement letter. This document will outline the services we will provide and the exact cost. We also outline the different service packages.
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Presentation

  • At this stage, we will present the advice and go over the strategies. This is another face-to-face meeting. We go over the Statement of Advice (SOA) and make sure you understand the different components. You take the plan with you and have 20 days to read over it and make sure you understand it.
FIND OUT MORE

Implementation

  • Once you have had time to go over the SOA, we will confirm all is in order. This is when we make sure you understand all of the information provided and you are happy with everything. If you would like to make, omit or add something, we will make these changes.
FIND OUT MORE

You’re On The Way

  • Depending on the service packages you have selected, you will become part of the EPG family and start your financial planning journey.
FIND OUT MORE
FIND OUT MORE