light your road

CLIENT ONBOARDING

An Outline of our client onboarding process
  • STEP 1 : GETTING TO KNOW EACH OTHER

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    • Preliminary assessment of your current circumstance, your family, your career goals, etc.
    • Basic assessment of your needs and aspirations
    • Preliminary venues we can tap into
    • Exploring Our Services

    Have a look at our Document Checklist showing documents we recommend to provide at or prior to our first meeting.

    There is no obligation to continue with us, we highly value each opportunity of new client engagement and look forward to working with you to protect and build your wealth.. that’s what matters most
  • STEP 2 : FINANCIAL PLAN IN THE MAKING

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    Always a delight to see you again…next we will discuss and provide you with our detailed assessments and insights...

    • Client Engagement Agreement
    • In depth analysis of current financial situation, discussing risk profile, time horizon, proposed budgeting plan and other areas that may need fine-tuning
    • Detailed needs-analysis report
    • Discuss opportunities and lay out a preliminary plan to achieve your dreams
    • Coaching and advice on various types of investments
    • Business solutions report
    • Tax efficiencies and planning
    • Finalizing your Investment Policy Statement and Financial Plan
  • STEP 3 : REVIEW AND REPORTING

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    Review accounts and discuss financial plan
    • Our objective is to push forward your financial agenda by reducing cost and growing your wealth
    • We will contact you to arrange meetings to discuss interesting opportunities and solutions that serve your needs
    • Our services include access to weekly market updates and insights, premium news service subscriptions and special reports
    • Performance review and quarterly statements
    • Semi-annual review of our services

What's Next ...


At AJFS, we do not stop there, we are dedicated to ensuring that our clients’ portfolios maximize their potential and that we seize every opportunity for our clients' advantage...Our macroeconomic analysis and thorough assessment of national and global financial industries, guides our investment strategy. Whenever an opportunity arises, we are quick to bring it to your attention, we discuss in detail and assess the impact on your total portfolio.


We abide by strict Compliance guidelines whereby no instances of conflicts of interest arise.
Our clients are our first priority and this is our philosophy at AJFS …



Contact Us
Ahmet Jakupi Financial Solutions
69 Glasgow St.
Kitchener, ON N2G 2G8

Tel: 1-519 570 4754
Fax: 1- 519 954 4754
email: ajfs@ahmetjakupi.com

Copyright © 2015 Ahmet Jakupi Financial Services. All Rights Reserved.
Private Wealth Management - Investment Management - Financial Advisors
Incorporated under Wagner Jakupi Financial Solutions Inc.