Dolezal Consultants is an Independent Advisor, Wealth-Creation and Wealth-Preservation, based in Sidney, BC. 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.
A crucial first step upon Contract engagement is the collection of all relevant data, necessary for Peter to thoroughly understand and assess the Client’s current financial situation. This will include gaining an understanding of both the Client’s shorter-term and long-term objectives, as well as the comfort level with various levels of Investment risk, relative to potential benefits to be gained.
The information collection process will provide a detailed insight into the Client’s then-current financial situation, including investment portfolios.
Peter will guide the Client through this key process, not only by supplying an easy-to-follow questionnaire, but also in personally assisting with 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 and discussion.
Our Objective is to ensure that the approved Plan, once implemented, provides our Client with the maximum potential for enhancement, and preservation, of personal Net Worth, within the context of the Client's personal level of risk tolerance.
A simple Engagement Agreement will be executed upon the Client’s sign-off on the project’s scope and contract fee.
It is the intention of Dolezal Consultants to conclude an assignment promptly after the Engagement Agreement is signed.
After gaining an understanding of the complexity and scope of satisfying the potential Client's needs and wishes, Dolezal Consultants will provide a firm one-time Contract Fee, based on the estimated number of hours of work involved.
The agreed Contract Fee becomes payable on submission of the final Financial Plan.
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