1. Moffat Wealth Management Program
The Moffat Wealth Management Program is an 8 step integrated wealth management system designed to successfully
manage the financial affairs of each of our high net worth clients. The contents of this system are documented, customized,
and maintained for each client on-site at ScotiaMcLeod in a
secure environment.
1. Family Profile
2. Net Worth Statement & Analysis
3. Financial Planning
4. Investment Policy Statement
5. Investment Summary & Analysis
6. Income Projection
7. Estate Planning & Insurance
8. Strategies & Recommendations
Our Process is the practical foundation for the creation and implementation of your wealth management strategy, involving
you every step of the way.