Madams Advisory Group - Our process

Richardson Building, One Lombard Place 10th Floor Winnipeg MB, R3B 3N9

A Consistent & Continuous Investment Process

Coordinating our team and partners’ knowledge and resources to manage wealth

1. Discover

Understanding your financial goals, potential obstacles and preferences
Identifying your interests, if any, in our HNW services beyond investing
Gathering documentation
Opening dialogues with your accountant and attorney, if required

2. Creative Stage

Personalized financial plan
Investment portfolio
HNW services
Implementation and transition schedule
Working together – briefings and reviews

3. Market Research

Initiate the financial plan
Phase in the investment recommendations
Enroll in HNW services
Send transfer forms, consolidate assets
Review the forthcoming client statements

4. Project Launch

Monitor progress according to the plan
Adjust the plan and investments when needed
Inform you, your accountant and attorney of anything you should be aware of
Help you navigate your options of complex wealth

We will continue to have bull and bear markets – these are the five rules that will guide our investment decisions in all markets.

MAINTAIN OBJECTIVITY
MANAGE RISKS
COMPREHENSIVE DISCOVERY
COSTS MATTER
TAX SMART INVESTING