The Guild Wealth Approach
Success is an ongoing pursuit. Staying on track and maintaining financial stability both require perpetual commitment to a range of financial initiatives. Our client process is about serving as a personal confidant for all things financial, with vast resources and a team of TD specialists dedicated to the goals you have for your wealth.
STEP 1: Complete Discovery
Through discussion and discovery, we understand the type of investor you are, and your various financial goals.
STEP 2: Diagnostic
We assess your current situation and provide our initial recommendations.
STEP 3: Investment Plan
You’re presented with an investment plan and Investment Policy Statement, and we walk you through the details.
STEP 4: Review Progress
After 45 days, we review your initial investment progress and discuss next steps.
STEP 5: Wealth Management Plan
We review your other financial needs, including asset protection, major purchases and education funding.
STEP 6: Guild Wealth Network
Through a network of specialists, we implement strategies outlined in your Wealth Management Plan.
STEP 7: Ongoing Guidance
We act as a resource, maintaining your portfolio and plan through regular communication.
