WORKING WITH A SELECTPATH FINANCIAL ADVISOR:
The Choice Is Yours
Selectpath Advisors are experienced and educated professionals dedicated to finding the best solutions for each our unique clients. But before we begin working with clients, we clearly communicate how we might work together. It’s important that we establish expectations and roles for each involved.
At Selectpath, we have a variety of ways our clients engage our services. We recognize that each client is an individual with unique needs and situations. There are three ways we work with clients:
 |
1. Comprehensive Planning At Selectpath, we believe that a balanced financial plan can do as much for you and your loved ones as a lifetime of hard work. We will explore the best strategies for achieving your success and security. We promise to guide you through a financial plan that’s right for you. Selectpath will review your life vision, values and financial situation. Working together, we’ll define your life and financial goals then make appropriate recommendations to help you achieve your goals.
|
 |
2. Modular Planning At Selectpath, we understand that not everyone is ready to go through our comprehensive RIGHT Path process right now. Knowing this, we have taken components of our process and made them available to clients who are only prepared for modular planning. Modular planning may involve a specific goal, need or risk that you want to address, such as determining the right amount of life insurance, or investing in your RRSP or buying key person insurance for your business. We’ll guide you through a process that will help you appropriately assess and fulfill a need versus simply selling you a product. We understand that this is the beginning to a relationship that may lead to a more comprehensive approach in the future.
|
 |
3. Product Purchase/Need At Selectpath, we also understand that restrictions on people’s time and resources don’t always permit them to build a plan. However they still need to protect themselves and their future so we find simple solutions based on specific requests from clients. Although product purchases are not comprehensive, it can fulfill an important and immediate need. We understand that this is the beginning to a relationship that may lead to a more comprehensive approach in the future. |
*Please note, this is a general view of our engagement process. Please refer to our Engagement Agreement for specific details.
