Current holdings
What you ownMutual funds, bonds, deposits, insurance, PMS, SIF, AIF and any major concentrated assets.
Before the meeting
Bring the full picture. We will help organise it.
You do not need a perfectly organised portfolio before the first conversation. A high-level view of the items below is enough to begin.
Near-term liquidity
What you may needPlanned expenses, business commitments and capital that must remain accessible.
Long-term goals
What it must supportRetirement, education, family responsibilities, business exits and wealth transfer priorities.
Open questions
Where clarity mattersThe products, risks or decisions that currently feel fragmented or unclear.