Welcome to Perpetual Wealth Advisory Group
“A trickle flows for a long time.”
To most, this Asian proverb means we are to economize to avoid running short – a simple reminder to be frugal. However, our team at Perpetual Wealth Advisory Group thinks it can mean so much more.This philosophy is our approach to wealth management. We believe building wealth is not just for the present, but for the future — whether it is for yourself, your children, or generations to come.
We emphasize holistic wealth planning to help ensure our clients reach their financial goals, whether it’s building up net worth, implementing tax-efficient strategies, protecting what matters, or leaving a legacy.
Trending Articles
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Estate planning misconceptions: Why a Will may not be enough
Article
Estate planning misconceptions: Why a Will may not be enough
Estate planning is often thought of as simply having a Will in place for the end of life. But Mindi Banach, Tax and Estate Planner at TD Wealth, says an estate plan can do much more: it can help create a plan for your loved ones and clarify the legacy you want to leave behind. She also shared what to consider when getting started.
Cottage succession: How to pass on a legacy and not potential complications
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Cottage succession: How to pass on a legacy and not potential complications
A cottage can be a meaningful legacy, but passing it on raises key questions around ownership and logistics. Nicole Ewing, Principal, Wealth Planning Office, TD Wealth says early conversations on taxes, usage and shared responsibilities are important along with understanding fair market value, adjusted cost base and family intentions.
Health-care costs?
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Health-care costs?
You planned for retirement. Did you also plan for health-care costs? Some health-care expenses may not be covered in retirement. Here’s how to think about those costs before they affect your plan.