Our company
A clear process, start to review
No pressure, no jargon, and no recommendation before we understand the situation.
The engagement
Five stages
- Step 1
Introduction
A short conversation about what prompted the call, what you are trying to do and whether we are the right fit.
- Step 2
Discovery
We gather the details — income, obligations, savings, existing coverage, corporate structure and timelines.
- Step 3
Strategy
Written recommendations with the reasoning and the trade-offs made explicit, presented before anything is signed.
- Step 4
Implementation
Applications, underwriting, transfers and account openings handled by our advisors and back-office team.
- Step 5
Ongoing review
Scheduled reviews so the plan keeps up with income, family, business and tax changes.
Common questions
What does a first meeting cost?+
The introduction and discovery conversations are at no cost to you.
How are advisors paid?+
Compensation depends on the product and is disclosed to you before you sign anything.
Do I have to change everything at once?+
No. Recommendations are prioritized, and you decide what to act on and when.
Can you work with my accountant or lawyer?+
Yes. Coordination with your existing professionals is part of the process.
Ready to start with stage one?
Search the advisor directory, or contact our office and we will match you with the right person.
Investco Financial is not a bank, securities dealer, exempt market dealer or mutual fund dealer, and does not accept deposits.