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  At Tulett, Matthews & Associates we are passionate about providing the highest level of portfolio management services through the creation of a trusting, long-term relationship with you and your family. Our deep concern for your financial success and well-being is reflected in our unique consultative approach and client-focused processes. To ensure we are consistently adding value to your investment experience, Tulett, Matthews & Associates has developed a systematic investment process that continually aligns our ongoing expert advice and recommendations with your unique financial situation and priorities. Our consultative approach is based on a series of five scheduled meetings. Discovery Meeting The objective of the Discovery Meeting is to allow us to meet and discuss your financial objectives, personal values and concerns so that both parties can decide whether there is a mutual fit in which we can add value to your financial affairs. In this meeting, we will define your true needs, goals and current financial position. We will also assess your assets and determine how involved you would like to be in the investment process. This also provides us with all the information we need to create a comprehensive investment plan for you and your family. Investment Strategy Meeting In this meeting, we will discuss your investment plan and provide a roadmap for the future. The investment plan will demonstrate how we propose to invest your assets according to your current situation, as well as a rebalancing policy for periodic adjustments to your portfolio. We will then review your overall investment strategy and ensure you understand the asset class selection we’ve recommended. Together we will review:
Commitment Meeting If, at this point, you agree with our proposed investment strategy and we both feel there is value in moving forward, we would need your commitment to formalize the relationship and become a Tulett, Matthews & Associates client. During this meeting, we will answer any questions or concerns you may have about your investment plan and also have you sign some documents to open an account with our custodian, TD Waterhouse Canada Inc. 60 Day Follow-Up Meeting The purpose of this meeting is to help you get better familiarized with our processes and to understand exactly what is happening with your investment accounts. We will show you how to read the various statements you receive, as well as answer any questions or concerns you may have. Regular Progress Meetings These meetings will be scheduled annually or bi-annually (or at your request), and are essentially the foundation for our ongoing consultative service. These meetings provide us both with regular opportunities to discuss and review the status of your portfolio, and to determine if any significant changes have occurred in your life that would necessitate an adjustment to your investment plan. |
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