{"id":107,"date":"2025-03-21T11:06:45","date_gmt":"2025-03-21T15:06:45","guid":{"rendered":"https:\/\/legacymedadvisors.ca\/?page_id=107"},"modified":"2025-04-17T16:32:06","modified_gmt":"2025-04-17T20:32:06","slug":"our-process","status":"publish","type":"page","link":"https:\/\/legacymedadvisors.ca\/fr\/our-process\/","title":{"rendered":"Notre processus"},"content":{"rendered":"

[et_pb_section fb_built=”1″ _builder_version=”4.27.4″ _module_preset=”default” background_color=”#F9F8F6″ global_colors_info=”{}”][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Our 7-step wealth management process<\/span><\/h1>\n

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Holistic wealth planning involves more than just portfolio discussions.<\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ fullwidth=”on” disabled_on=”off|off|on” _builder_version=”4.27.4″ _module_preset=”default” background_color=”#F9F8F6″ custom_padding=”|5%|||false|false” global_colors_info=”{}”][et_pb_fullwidth_image src=”https:\/\/legacymedadvisors.ca\/wp-content\/uploads\/2025\/03\/wealth-management-process_2.jpg” title_text=”wealth-management-process_2″ _builder_version=”4.27.4″ _module_preset=”default” border_radii=”off||100px||” global_colors_info=”{}”][\/et_pb_fullwidth_image][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.27.4″ _module_preset=”default” background_color=”#192D43″ locked=”off” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.27.4″ _module_preset=”default” custom_padding=”|5%|||false|false” custom_padding_tablet=”|0%|||false|false” custom_padding_phone=”|0%|||false|false” custom_padding_last_edited=”on|tablet” global_colors_info=”{}” custom_css_main_element_last_edited=”on|tablet” custom_css_main_element_tablet=”margin-bottom: 0;” custom_css_main_element_phone=”margin-bottom: 0;”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” background_layout=”dark” global_colors_info=”{}”]<\/p>\n

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.<\/p>\n

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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What are the steps in our process?<\/h2>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”2_3″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Discovery Meeting” image=”https:\/\/legacymedadvisors.ca\/wp-content\/uploads\/2025\/03\/step_discovery-meeting_1.jpg” _builder_version=”4.27.4″ _module_preset=”e924bdf1-de6e-4150-9995-79ed1bb6aba1″ global_colors_info=”{}”]<\/p>\n

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

[\/et_pb_blurb][et_pb_blurb title=”Discussion Paper” image=”https:\/\/legacymedadvisors.ca\/wp-content\/uploads\/2025\/03\/step_discussion-paper_1.jpg” _builder_version=”4.27.4″ _module_preset=”e924bdf1-de6e-4150-9995-79ed1bb6aba1″ global_colors_info=”{}”]<\/p>\n

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

[\/et_pb_blurb][et_pb_blurb title=”Planning Presentation” image=”https:\/\/legacymedadvisors.ca\/wp-content\/uploads\/2025\/03\/step_presentation_1.jpg” _builder_version=”4.27.4″ _module_preset=”e924bdf1-de6e-4150-9995-79ed1bb6aba1″ global_colors_info=”{}”]<\/p>\n

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

[\/et_pb_blurb][et_pb_blurb title=”Investment Planning” image=”https:\/\/legacymedadvisors.ca\/wp-content\/uploads\/2025\/03\/step_investment-planning_1.jpg” _builder_version=”4.27.4″ _module_preset=”e924bdf1-de6e-4150-9995-79ed1bb6aba1″ global_colors_info=”{}”]<\/p>\n

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

[\/et_pb_blurb][et_pb_blurb title=” Insurance & Estate Planning” image=”https:\/\/legacymedadvisors.ca\/wp-content\/uploads\/2025\/03\/step_insurance-estate_1.jpg” _builder_version=”4.27.4″ _module_preset=”e924bdf1-de6e-4150-9995-79ed1bb6aba1″ global_colors_info=”{}”]<\/p>\n

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

[\/et_pb_blurb][et_pb_blurb title=”Legal Work” image=”https:\/\/legacymedadvisors.ca\/wp-content\/uploads\/2025\/03\/make-a-will_1.jpg” _builder_version=”4.27.4″ _module_preset=”e924bdf1-de6e-4150-9995-79ed1bb6aba1″ global_colors_info=”{}”]<\/p>\n

Review and update wills and powers of attorney; discuss and establish trusts.<\/p>\n

[\/et_pb_blurb][et_pb_blurb title=”Final Review” image=”https:\/\/legacymedadvisors.ca\/wp-content\/uploads\/2025\/03\/step_final-review_1.jpg” _builder_version=”4.27.4″ _module_preset=”e924bdf1-de6e-4150-9995-79ed1bb6aba1″ global_colors_info=”{}”]<\/p>\n

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

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Find out how we can help you<\/h2>\n

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Our team is dedicated to contributing to your financial success.<\/p>\n

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Our 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.What are the steps in our process?Gathering client data; explain services provided; in-depth goal setting & lifestyle planning; outline of financial management program.Examine scenario analysis; develop appropriate strategies to address issues and opportunities; review needs and objectives; compare current vs. recommended strategies.Present and review the Wealth Plan with client; identify projections, tactics, and considerations.Establish an IPS (Investment Policy Statement); comprehensive investment analysis; Strategical and Tactical Asset Allocation Plan.Implement risk management and estate plan; Identification of specific risks and planning opportunities.Review and update wills and powers of attorney; discuss and establish trusts.Ongoing monitoring of plan; review progress; […]<\/p>\n","protected":false},"author":2,"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":""},"class_list":["post-107","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\nOur Process | LegacyMED Advisors<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/legacymedadvisors.ca\/fr\/our-process\/\" \/>\n<meta property=\"og:locale\" content=\"fr_CA\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Our Process | LegacyMED Advisors\" \/>\n<meta property=\"og:description\" content=\"Our 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. 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