The Go West Process

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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!

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Will (s)

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Power of Attorney and/or Living Will (s)

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Investment Statements

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Legal Agreements 

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Insurance Contracts (Life, Disability, etc...)

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Financial Statements (Corporate Balance Sheet

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Tax Returns (Personal and Corporate)

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CPP/OAS Eligibility (1 800 277 9914, 0 for operator)

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Business Numbers / SIN 

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Net Worth Statement

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