{"id":427,"date":"2021-09-27T15:42:15","date_gmt":"2021-09-27T19:42:15","guid":{"rendered":"https:\/\/rosengroup.ca\/?page_id=427"},"modified":"2025-10-08T16:34:24","modified_gmt":"2025-10-08T20:34:24","slug":"our-process","status":"publish","type":"page","link":"https:\/\/rosengroup.ca\/fr\/our-process\/","title":{"rendered":"Notre processus"},"content":{"rendered":"

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Our Process<\/h4>\n

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Our 7 Step Wealth Management Process<\/h1>\n

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Holistic wealth planning involves more than just portfolio discussions. The 7 Step Wealth Management Process takes a holistic approach to wealth planning. Through a written customized wealth management plan our team addresses the various areas of wealth planning including tax minimization planning, estate planning (as it relates to investments), retirement income planning, philanthropy, business succession, portfolio construction and management. The process takes clients through 5 initial meetings with our team, followed by a meeting with a tax lawyer and\/or Notary. Once the plan has been implemented, a structured review program is put in place that includes regular wealth planning and portfolio assessments.<\/p>\n

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1. Discovery Meeting<\/strong><\/h2>\n

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Gathering client data; explain services provided; in-depth goal setting & lifestyle planning; outline of financial management program.<\/p>\n

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2. Discussion Paper<\/strong><\/h2>\n

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Examine scenario analysis; develop appropriate strategies to address issues and opportunities; review needs and objectives; compare current vs. recommended strategies.<\/p>\n

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3. Planning Presentation<\/strong><\/h2>\n

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Present and review the Wealth Plan with client; identify projections, tactics, and considerations.<\/p>\n

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4. Investment Planning<\/strong><\/h2>\n

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Establish an IPS (Investment Policy Statement); comprehensive investment analysis; Strategical and Tactical Asset Allocation Plan.<\/p>\n

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5. Insurance & Estate Planning<\/strong><\/h2>\n

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Implement risk management and estate plan; Identification of specific risks and planning opportunities.<\/p>\n

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6. Legal Work<\/strong><\/h2>\n

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Review wills, powers of attorney and trusts.<\/p>\n

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7. Final Review<\/strong><\/h2>\n

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Ongoing monitoring of plan; review progress; changes in personal circumstances; changing tax laws and economic circumstances.<\/p>\n

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Our ProcessOur 7 Step Wealth Management ProcessHolistic wealth planning involves more than just portfolio discussions. The 7 Step Wealth Management Process takes a holistic approach to wealth planning. Through a written customized wealth management plan our team addresses the various areas of wealth planning including tax minimization planning, estate planning (as it relates to investments), retirement income planning, philanthropy, business succession, portfolio construction and management. The process takes clients through 5 initial meetings with our team, followed by a meeting with a tax lawyer and\/or Notary. Once the plan has been implemented, a structured review program is put in place that includes regular wealth planning and portfolio assessments.1. Discovery MeetingGathering client data; explain services provided; in-depth goal setting & lifestyle planning; outline of financial management program.2. Discussion PaperExamine scenario analysis; develop appropriate strategies to address issues and opportunities; review needs and objectives; compare current vs. recommended strategies.3. Planning PresentationPresent and review the Wealth Plan with client; identify projections, tactics, and considerations.4. Investment PlanningEstablish an IPS (Investment Policy Statement); comprehensive investment analysis; Strategical and Tactical Asset Allocation Plan.5. Insurance & Estate PlanningImplement risk management and estate plan; Identification of specific risks and planning opportunities.6. Legal WorkReview wills, powers of attorney and […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":"","_links_to":"","_links_to_target":""},"class_list":["post-427","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\nOur Process | Rosen Group Private Wealth Management<\/title>\n<meta name=\"description\" content=\"Holistic wealth planning involves more than just portfolio discussions. 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