Introductory Process Introduction

Introductory Process Introduction


The Canterbury Introductory Process begins with an Exploratory Discussion. The Exploratory Discussion is designed to allow us to get to meet each other. You have an opportunity to ask questions, discuss our philosophies and get to know us. In turn, we will get to know you, your interests and goals and what you are trying to achieve.


The Canterbury Exploratory Discussion is an open discussion and introduction. There is absolutely no cost or obligation.


Exploratory Discussion:

  • General discussion with our Chief Investment Officer
  • Explore your wants, needs, past experiences, beliefs, concerns and future goals
  • Discuss Canterbury’s customized services and fee structure
  • Make decision about continuing to the next stage: The Introductory Process.

Introductory Process Click