Our Process
Wealth management involves so much more than managing investments. Our holistic approach puts all of the pieces of the financial puzzle together, giving you peace of mind and allowing you the freedom to focus on the things that really matter.
1. Discovery Meeting (1-2 Hours)
In our initial meeting we will discuss your personal goals, needs and priorities which will allow us to identify the most appropriate strategies and recommendations. The better we can get to know each other, the easier it will be to build the most appropriate strategy.
2. Information Gathering (1-2 Weeks)
Over the next week or two we will work with you to gather the quantitative and qualitative information relevant to your situation.  

Prior to your discovery meeting, you will be provided with a simple list of first meeting requirements such as investment statements and a lifestyle needs questionnaire. Your complied documents will allow our planning team to prepare your financial plan.
3. Analyze Situation & Develop Holistic Plan
Once your wealth advisor has a complete understanding of your financial situation, we will identify and evaluate the strengths and weaknesses, develop projections, and analyze and integrate the resulting information relative to your personal goals, needs and priorities.  

Once we identify and evaluate the appropriate financial planning strategies, we then develop and prioritize recommendations. Our aim is to optimize your financial position now and in the future. Our advisors focus on the following areas as they are pertinent to your situation:
  • Wealth Creation
  • Cash Flow Management
  • Tax Minimization
  • Business and Farm Transition and Succession Planning
  • Retirement Income Planning
  • Estate Protection and Legacy Planning
This document creates the foundation of our relationship. Once this foundation has been built, it can be easily adapted to accommodate changes.
4. Present the Financial Plan (1-2 weeks after first meeting, 2 hours)
Approximately two weeks after our initial meeting we will meet again to present the financial planning recommendations and supporting rationale. This is done in a way that allows you to make informed decisions.  

At this time, your Q Wealth portfolio manager will also discuss their investment recommendations based on your risk profile and time horizon. A risk analysis will also be completed, if appropriate to your situation. Depending on the recommendations, we may schedule a follow-up meeting with our Risk Management and Insurance Advisor.  
Follow-up meetings will be arranged as required to ensure that you have a clear understanding of our recommendations. We understand that we need to earn your business and trust by providing value specific to your situation. At no time will there be pressure to do business with us.
5. Plan Implementation: Actions, Responsibilities & Time Frames
Together we will discuss the implementation and action plan. We will determine responsibilities and time frames and provide you with a summary of your action items to help keep you on course. Our goal is to help you get from where you are to where you want to be, and our advisors are here to guide you on that journey.  

If you choose to have the Q Wealth Partners portfolio manager, (PWM Private Wealth Counsel's partner firm for portfolio management services), manage your investment accounts, a meeting to complete the required paperwork will be scheduled with a portfolio manager. This meeting will take approximately 1 hour and can also be accommodated through a remote video meeting.
6. Routine Planning & Strategy Meetings (one to two times per year)
A plan is a great tool to gauge your progress, however it does not do you much good if it sits on a shelf. We consider your plan to be a living document that needs to be reviewed and updated as your situation changes. Our wealth advisors and Q Wealth portfolio managers will meet regularly to ensure it is monitored closely and that you stay on track to meet your goals, needs and priorities. We are always available at any time should you have any questions or need our expertise.
Stay Connected.
Subscribe to our mailing list.
Thank you! Your submission has been received!
Thank you! Your submission has been received!
Drop us a line. We’re here to help you navigate your financial journey.
205 - 210 Wellman Crescent,
Saskatoon, SK S7T 0J1
(306) 975-9500
or 1-800-652-7472
Prince Albert
1061 Central Ave,
Prince Albert, SK S6V 3A9
Swift Current
#4 – 240 Central Avenue North,
Swift Current, SK S9H 0L2
Schedule Your Discovery Meeting

Schedule Your Discovery Meeting.

Fill out the form below to begin discussing how we can help you.
Thank you! Your submission has been received!
Thank you! Your submission has been received!