The Muir Process

In our experience, we've discovered that the best way to achieve financial goals is to use a time-tested process to improve your chances of success. And that's exactly what we do for you. Over the years, we've developed a disciplined process to help clients fulfill their needs and goals. Here's a look at the process we use with each and every client.

Step One: Getting To Know You

The first step in the process is also the most important, because that's where we learn more about you, your current financial situation and your future dreams. We'll review your assets, liabilities, retirement plan and other financial needs to provide a good starting point. By working with you to determine exactly what you want and need from your retirement plan, we'll be able to help you create a strategy to get you to where you want to go. 

Step Two: Reviewing Your Options

After we've had a few days to review your information in more detail, we'll provide you with a written summary of your situation, along with our recommendations. We will then review each option with you so that you can make an educated decision on the best course of action for you. Once decision is made, we will implement the plan and continue to monitor its progress.

Step Three: Working With You Your Whole Life

For many financial firms, the process ends there. But for us, plan implementation is just the beginning. We're committed to offering you ongoing communications and regular updates on your progress. If you experience changes in your personal or financial situation, we'll work with you to make any necessary adjustments to your plan. And of course, we'll also keep you abreast of issues that matter to you.

We've helped clients with a range of needs from establishing a retirement nest egg to creating an estate plan. Taking a proactive approach to sound financial planning is what the Muir Investment Team is all about. Call us today to find out more. We'd be happy to assist you in any way we can.

What We Do

We work with you to develop and put in writing the specific objectives that serve you best over the short, medium and long term. We work with objectives you can measure liquidity, growth, current income and safety, all carefully considered and documented. also help you decide how often these objectives will be reviewed during your investment life.

Having well-defined objectives for investments is especially important when markets fluctuate as much and as often as they do. This discipline allows you to make rational decisions and, just as importantly, it allows you to reject or accept emotional ones for rational reasons.

 

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Disclaimer: Other provinces serviced are Alberta, Manitoba and Ontario. Information on the website is for residents of BC, Alberta, Manitoba and Ontario. National Bank Financial is an indirect wholly-owned subsidiary of the National Bank of Canada. National Bank of Canada is a public company listed on the Toronto Stock Exchange (NA:TSX). This information was prepared by Eric Muir, an Investment Advisor with National Bank Financial. The particulars contained herein were obtained from sources that we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed are based on our analysis and interpretation of these particulars and are not to be construed as a solicitation or offer to buy or sell any securities mentioned herein. National Bank Financial may act as financial advisor, fiscal agent or underwriter for certain of any companies mentioned herein and may receive remuneration for its services. National Bank Financial and/or its officers, directors, representatives, and associates may have a position in securities mentioned herein and may make purchases and/or sales of these securities from time to time in the open market or otherwise. The opinions expressed herein do not necessarily reflect those of National Bank Financial. Several of the securities mentioned in this article are not followed by National Bank Financials Research department. Unit/share value and investment return will fluctuate.The indicated rates of return is the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Securities mentioned in this article are not necessarily suitable to all types of investors. Please consult your investment advisor. Investment advice given only applies to residents of the provinces of BC, Alberta, Manitoba, and Ontario.