Wealth Management
Our approach to wealth management and financial planning allows us to look at all of your needs including investments, taxes, income, savings, and debts to design a comprehensive plan for your financial future
Creating a financial plan does not come from a single, one-time meeting. The key is that it is not the task of developing a plan that matters most, it is the process of continuous financial planning that is crucial.
Financial planning verses wealth management
Wealth management is a key component of financial planning, but only one part. We use wealth management to create opportunities over the course of time.
Our experienced financial planners help guide you through the course of your financial planning, working with you as you are just starting out, then helping you get special expertise as you build your wealth, such as real estate, investments and business assets. Our financial plan will truly deliver a more comprehensive and higher level of service than just a wealth management plan.
Want a structured way to manage your goals and aspirations, as well as develop strategies and tactics to achieve them?
Want a plan that will not only help you manage your saving, but one that will help you plan for major purchases, such as a house?
Want a regular system of checks and balances to ensure you are meeting your goals?
Want someone to help you navigate the world of personal finance whether you are saving money through registered products like RRSP’s TSFA’s, RESP’s, and non-registered vehicles, or turning your savings into retirement income through RRIF’s and annuities?
Want to put protection in place for yourself and your family should become sick and disabled?