Become a Client Getting Started 
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As a client of The Black-Stratton Group, Neil and Michael will assess your whole financial picture and take you through a six-step plan, which will lead to a solution uniquely coordinated to the complexities of your entire situation, based on sound financial planning principles.
Step 1: Develop an understanding of your needs and goals.Working with Neil and Michael, you’ll discover how our commitment to involve you every step of the way benefits your overall financial picture, now and for the long term.
Step 2: Examine every aspect of your finances.Understanding your current financial situation and goals is the foundation of a solid financial strategy. Investing time at this stage strengthens Neil and Michael's ability to recommend strong solutions.
Step 3: Prepare personalized recommendations.Neil and Michael draw on the expertise of ScotiaMcLeod and Scotiabank to analyze the gap between where you are today and where you need to be for the future.
Step 4: Present and discuss recommendations.Our detailed recommendations are tailored to your unique situation and include specific steps to deliver a total financial solution.
Step 5: Take action.Neil and Michael will implement their recommendations, drawing on ScotiaMcLeod’s full range of sophisticated investment solutions, innovative fee-based programs and Scotiabank specialists.
Step 6: Refine and review your strategy.Regular reviews of your overall situation are important to ensuring your strategies remain appropriate. Adjustments and refinements are addressed as your circumstances dictate. If you are a client, click here to arrange your next portfolio review.
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