Services

Tax Strategies

  • Couple-on-BenchTax efficient investments.
  • Do you keep enough of what you earn?
  • Pay less tax on your estate.

Retirement Planning

  • Can you afford to retire?
  • Are you on track?
  • Do you have a written plan?
  • Reviewed annually?

Wealth Management Services

  • Do you know what you own in your investments and why you own them?
  • Do you think you need to do better at this stage of your life?
  • We will show you why you may be a millionaire – are you willing to behave like one?

Estate Planning

  • How do you want to help your family?
  • What happens when you die?
  • Wills, power of attorney and health directive in place?

Business Succession

  • How do I sell my business?
  • Will it benefit my family?
  • What about my employees?

Risk Management

  • What happens if I die prematurely?
  • Can I afford a nursing home?
  • Can I stay at home?

Philanthropy – Disabled Loved Ones

  • Can I make sure I leave a trust/legacy for my disabled child/grandchild?
  • Can I make a gift to a favourite organization?

Investment Review

  • Are you mirroring how the wealthy invest their money?
  • Have you ever drilled down in your investments?
  • Do you have a lot of duplications?

Our Approach

  • Gather your data – casual meeting to get to know you.
  • List your objectives.
  • Review Alternatives.
  • Engagement – a meeting to mutually commit to work together.
  • Develop a plan.
  • Implementation.
  • Progress meeting.
  • Protect your wealth meeting.

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