Our Client Experience
At Summit Private Wealth, we believe in a human approach where we fully respect the confidence and trust our clients have placed in us. We treat clients how we wish to be treated, and this care has allowed us to work with their families and friends.
Client Care Model
At Summit Private Wealth, we feel truly fortunate and blessed to be a trusted member of our clients’ lives. From the moment we are given a mandate to help them with their financial needs and all throughout their lives, we exemplify the highest level of commitment to serving their families.
As evidence, we have an excellent client retention rate, most of our clients are long term relationships, and most of our new business comes in the form of referrals of their families, friends and colleagues. Our clients feel secure knowing that we hold ourselves to high expectations without ever over promising and that we maintain a manageable client to advisor ratio.
We believe in being fully transparent about the fees our clients pay. Financial advice is not a pro-bono industry and clients know that. We make it a point to outline the cost structure and the options that exist to investors. The client discovery process is provided on our account.
Our management fees cover the work that we do to provide our comprehensive tailored services including financial counsel, trade execution, plan development, plan reviews. It also includes maintaining a working relationship with our clients’ various professionals or to introduce them to our own network of professionals.
We provide comprehensive and customizable consolidated reporting suited to your needs. This includes periodic performance showing both year-to-date and since-inception returns net of fees. Transaction reports clearly show the income generated in your portfolios and annual tax reporting to help with your fiscal reporting.
Our dealership has partnered with PureFacts Financial to provide daily updated portfolio values and transactions to our clients. Clients can also locate other resources and have access to historical statements as well.
Although the online portal is a convenient tool which gives clients access all day and every day, we encourage our clients to reach out to us for more meaningful discussions. This allows us to communicate effectively, whether it is a brief explanation about market movements or be it a transaction question on a dividend reinvestment.
Become Our Client
Clients of Summit Private Wealth can generally be identified as belonging to the mass affluent and high net worth categories or high income earning demographic.
We do however consider clients who do not yet meet this definition, but whose earnings and savings capacity would require a definitive need for our services in the foreseeable future.
The process of becoming a client is quite simple. We walk you through the planning review process and we then take care of the rest. We provide you with all information to get started as a client, including forms to set up account openings, interim statements and transfer updates, and online portal access.