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Our Process
Clients commonly speak of the compassion and confidence that Glen brings to their financial concerns. For years Glen has been delivering his professional knowledge guided by his strong moral compass and his commitment to his clients’ best interests. Yet clients identified something more: an underlying process that has earned their confidence. Your Road Map to Peace of Mind TM enables you to feel relaxed and confident that your best interests are taken care of; that you are traveling in the right direction- planned and customized for you. Glen has developed and refined this planning process over many years. It involves the following five steps which ensure that your unique situation and concerns are identified and addressed. These are the cornerstones of your sound financial planning process. Consultation: With Glen, consultation with you to identify your specific circumstances is always the first step. He will conduct a full and thorough analysis of your present situation. Whether you are a new client requiring a comprehensive financial plan, or a long-term client whose needs or goals are changing, the focus is always on you. In Glen’s approach, your relationship doesn’t end with fulfilling a plan, it begins with one. But even before the planning begins there are some basic questions to consider: Can Glen meet your overall goals and your concerns? Is there a compatibility of styles, a level of comfort and confidence that will allow you to work together over time to achieve your goals? Customization: There are many facets to wealth management. Glen’s clients speak of his ability to listen carefully and then create a plan for their unique situation. Glen pays attention to ensure that all relevant factors are considered.
View published source ↗Our Process
He will develop an individual plan unique for your situation, requirements and goals. He will implement strategies to achieve your goals and help you focus on the milestones. With your agreement, he will commit this plan to paper so that on a regular basis he can review it with you to determine progress made. Collaboration: Often the planning process involves gathering additional support information and research. When the situation requires outside expertise, Glen taps into his trusted network of like minded professionals. He built this network of specialists over many years. They include accountants, tax specialists, lawyers, and others, all of whom offer his clients the same level of care and respect that Glen himself delivers. It’s a dependable resource of expertise which is highly valued by Glen’s clients. Glen, in partnership with you and your other professionals, will develop a roadmap clearly outlining the path to reach your goals . Continuous Review: Your path may be winding, requiring adjustments to your plan over time. Glen monitors and evaluates changes in circumstances both in your life and in the world around. He will regularly monitor your roadmap and adjust as required. Glen will closely monitor your financial life, following a consistent approach with enough flexibility to re-balance your portfolio as your needs and progress evolve. Celebrate: Success is not an end in itself. Glen feels we all need to celebrate successes along the way. When you’ve reached your goal, or are ready to tackle the next one, it’s time for you to celebrate success – in whatever way you choose!
View published source ↗Branch Manager Senior Financial Advisor
"No amount of travel on the wrong road will bring you to the right direction." - Ben Gaye III Glen Polson and his team at Assante Wealth Management simplify your life by guiding you through complex decisions and taking the lead in managing your evolving financial and personal needs. The key to your financial success and peace of mind is the creation of a comprehensive, integrated plan: a path that is specific to your situation and direction towards your goals. Finding a trusted and qualified Advisor to help you along that path is essential to peace of mind we all deserve. Integrity, passion, discipline, and commitment to doing whatever it takes to properly look after your interests aptly describe Glen's business philosophy. As a CFP,CIM practitioner and Branch Manager, Glen Polson is amongst the most highly accredited and respected Financial Advisors in practice today. He was one of the original Advisors when Assante was established. With years of experience providing caring, qualified council, Glen's practice is deeply rooted in a commitment to honest, dependable client service.
View published source ↗Office Address
24 Dupont Street East Waterloo, Ontario N2J 2G9 Canada
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