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.

team

A Message from Gilles Ouellette, Principal

For over 40 years I have personally advised and secured my clients’ financial growth and well-being.

Objectivity and impartiality rank high among the standards we bring to the table. Our clients will tell you the level of trust they feel knowing their investments are strategically managed and monitored. They can ask any questions at any time and receive patient, well thought out, thorough responses.

The marketplace is an ever changing, evolving entity that holds promise for every investor, family and business.

Here at the Inclusif Group, my colleagues and I rationalize, interpret and balance the complexities of the financial markets to provide you with sound footing, steady progress, security, and the confidence you need to plan and lead your life successfully.

– Gilles Ouellette, Principal,
the Inclusif Group

Online Statements

Phone 204.505.0477 | Toll-free 1.855.877.0477 | Fax 204.505.0473
Ste. 302 - 131 Provencher Boulevard, Winnipeg, MB, Canada R2H 0G2