After your advisor receives your questionnaire, he will carefully review what you’re currently doing and any issues you’re currently facing, along with your financial goals to create your strategic plan. The plan is the foundation for an open dialogue with your advisor. 

Your goals and dreams are

the foundation to your roadmap

and we work with you through every step of the process to ensure that you have peace of mind about your financial future.

Meet with us

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Follow the plan

Our collaborative process

A Strong Foundation

How we’ll work together

VIP Moneywise

At VIP MoneyWise, we have spent almost 40 years building our business on solid, trusted client relationships and we continue to build that trust and enhance our advisor-client relationships. Here’s how we do it:

We take a holistic approach to building your financial plan. The first step in this process is an in-person meeting with your advisor to discuss your current financial situation, any issues you are currently facing, and your goals and priorities. 

After our initial meeting, we give you some homework. Your advisor will send you home with an in-depth "goals and wishes" questionnaire. It is important that you take the time to answer as many of the questions as possible. Once complete, you will send it back to your advisor.  

Do your homework

In order for your financial plan to serve you through each phase of your life, you and your advisor will thoughtfully work through this six-step process to establish the foundation of your financial well-being: evaluation of resources (net worth & cash flow, setting goals & objective, choosing strategies, choosing a portfolio, choosing products, reviewing your plan.

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   (403) 571 – 0911
129 17th Avenue NE
Calgary, AB T2E 1L7