OUR PROCESS
4 steps strategy
OUR PROCESS
4 STEPS STRATEGY
We follow simple procedures to establish a great foundation on which your financial independence can be built.
1. Getting to know each other.
Learning about you, your vision, goals, priorities. Understanding any special circumstances and concerns. Explaining and discussing the steps in our process.
2. Analysis and Exploring.
Take a deeper dive into your situation. Review documents and identify potential opportunities. The more open this phase the more detailed our plan can be.
3. Develop a Comprehensive Plan.
After understanding your financial goals and current financial situation. We will prepare and explain step by step action plans for you to execute.
4. Ongoing, Periodic Reviews.
Your priorities and goals will inevitably shift over time which is why we review your progress towards plan objectives.0We will continuously strive to refine and improve our process to drive your results.
We follow simple procedures to establish a great foundation on which your financial independence can be built.
1. Getting to know each other.
Learning about you, your vision, goals, priorities. Understanding any special circumstances and concerns. Explaining and discussing the steps in our process.
2. Analysis and Exploring.
Take a deeper dive into your situation. Review documents and identify potential opportunities. The more open this phase the more detailed our plan can be.
3. Develop a Comprehensive Plan.
After understanding your financial goals and current financial situation. We will prepare and explain step by step action plans for you to execute.
4. Ongoing, Periodic Reviews.
Your priorities and goals will inevitably shift over time which is why we review your progress towards plan objectives. We will continuously strive to refine and improve our process to drive your results.
Working Hours
🟢 Monday to Saturday : 9:30 AM - 6:30 PM
🔴 Sunday : Closed
Our Service Area
Ontario
Alberta
British Columbia
Kanwaljit (Sunny) Kochar is licensed to sell Segregated Funds investments, Life and A&S Insurance products in Ontario, Alberta and British Columbia. Not available in other provinces. Policy obligations are the sole responsibility of the issuing investment and the insurance company. Issuance of coverage is subject to underwriting by the respective insurance company. Please see policy documents for full terms, conditions, and exclusions. The respective entities own the logos and trademarks used here. Refer to our Privacy Policy and Terms of Service sections for additional information.
Neither Hexavision Enterprise, its affiliated companies, nor its agents may provide tax or legal advice. Anyone to whom this material is promoted, marketed, or recommended should consult with and rely on their own independent tax and legal professional regarding their particular situation and the concepts presented herein.
License #s: FSCO LIC#17161321 (ON), AIC LIC # M-3493167-1763384-2020 (AL), BC LIC#LIC-2020-0022136-R01 (BC).
@2020 Hexavision
Our Service Area
Ontario
Alberta
British Columbia
Working Hours
🟢 Monday to Saturday : 9:30 AM - 6:30 PM
🔴 Sunday : Closed
Kanwaljit (Sunny) Kochar is licensed to sell Segregated Funds investments, Life and A&S Insurance products in Ontario, Alberta and British Columbia. Not available in other provinces. Policy obligations are the sole responsibility of the issuing investment and the insurance company. Issuance of coverage is subject to underwriting by the respective insurance company. Please see policy documents for full terms, conditions, and exclusions. The respective entities own the logos and trademarks used here. Refer to our Privacy Policy and Terms of Service sections for additional information.
Neither Hexavision Enterprise, its affiliated companies, nor its agents may provide tax or legal advice. Anyone to whom this material is promoted, marketed, or recommended should consult with and rely on their own independent tax and legal professional regarding their particular situation and the concepts presented herein.
License #s: FSCO LIC#17161321 (ON), AIC LIC # M-3493167-1763384-2020 (AL), BC LIC#LIC-2020-0022136-R01 (BC).
Hexavision Enterprise| Terms And Conditions | Privacy Policy