The Go West Process
The Planning Cycle
Like a good suit, our plans are tailor-made made to meet your individual needs. We know that we do our best when we help you achieve YOUR goals. Simply put, our job is to give you the tools to get there.
Each GO WEST plan follows a client-centered process:
1 (a). Identifying Your Priorities
We take care to listen to your financial and retirement goals and base our plans around these needs and aspirations
2 (b). Developing a Strategy
After discussing your situation, we’ll provide a number of options to make your dreams a reality
3 (c). Implementing your plan
We’ll work with you to make your plan a reality, down to the most important detail
Go WEST Document Checklist
The following documents are essential to the design of your report. Your efforts in gathering these papers are greatly appreciated!
Will (s)
Power of Attorney and/or Living Will (s)
Investment Statements
Legal Agreements
Insurance Contracts (Life, Disability, etc...)
Financial Statements (Corporate Balance Sheet
Tax Returns (Personal and Corporate)
CPP/OAS Eligibility (1 800 277 9914, 0 for operator)
Business Numbers / SIN
Net Worth Statement
Family Picture