D o l e z a l

C o n s u l t a n t s  Ltd.

Independent Advisor, Wealth-Creation

    

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The Smart Canadian Wealth-Builder

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SERVICES

All work with clients is personally handled by Peter Dolezal, President, Dolezal Consultants Ltd.

All information provided to Dolezal Consultants in the course of an engagement, as well as any recommendations made to a client, are held in the strictest confidence.

 

THE PLANNING PROCESS

A crucial first step after any engagement is the collection of all relevant data which is necessary for Peter to thoroughly understand and assess a client’s present financial situation. This will include gaining an understanding of both the client’s shorter-term and long-term objectives, as well as the client’s comfort level with various levels of investment risk, relative to potential benefits to be gained.

This information collection process will include a detailed insight into the client’s then-current investment portfolio.

Peter will guide the client through this key process, both by supplying an easy-to-follow questionnaire, and by personally assisting the client in its completion as necessary.

Once all the relevant information is collected and thoroughly understood, Peter will carefully analyze the data.  He will then draft a comprehensive Financial and Investment Plan for review, discussion and potential amendment with the client.

After client agreement on the content, Peter will revise the Plan as necessary.

The final, approved FINANCIAL PLAN, including its key Investment Plan component, will be given to the client. It will include a clear Implementation Road Map for the client to follow.

OUR OBJECTIVE IS TO ENSURE THAT THE APPROVED PLAN, ONCE IMPLEMENTED, PROVIDES OUR CLIENT WITH THE MAXIMUM POTENTIAL FOR ENHANCEMENT OF HIS NET WORTH, WITHIN THE CONTEXT OF HIS PERSONAL LEVEL OF RISK TOLERANCE