PROCESS

Many financial companies push their advisors to make a sale on their first visit with a prospective client.  At Solomon, we never “make a sale.”  We grow relationships, and relationships are based on trust. They take time.  We know that by slowing down we build more successful clients, and ultimately, a better business.

This philosophy has shaped our unique approach to client planning.  Our starting point is not selling—or even assessing needs—instead, we begin with discovery.  We get to know you.  We take time to understand your story, your situation, and where you want to go. Not only does that allow us to make proper product recommendations, it also helps us to craft strategies and implement systems that will support your overall financial health.  It may be slower, but it works.

step 1 -COFFEE

We meet with you for a short visit to find out what you are looking for, explain our services, and see if we are a fit.

The articles and information provided on this website are intended to raise issues and help you find solutions and should not be construed as advice for any specific situation or individual. Always consult

your representative and your tax or legal professional, as applicable, before taking personal action.

Mutual funds are offered through Networth Financial Corp. (NFC), member of the MFDA and MFDA Investor Protection Corporation. Commissions, trailing commissions, management fees, and expenses

may all be associated with mutual fund investments. Please read the Fund Facts Sheets before investing. Mutual funds are not covered by the Canada Deposit Insurance Corporation or by

any other government deposit insurer and are not guaranteed, their values change frequently and past performance may not be repeated.

Our  representatives may be dual licensed for the sale of insurance products. As such, you may be dealing with more than one company depending on the products or services provided. NFC is responsible only for business licensed under the Provincial Securities Act & Regulations. It does not supervise or review any other business. All other services are the responsibility of another licensed entity and not the responsibility of NFC.