Our Services
Your WEALTH PLAN may include a combination of the following areas of focus:
Retirement and Cash Flow Mapping
- Cash flow optimization by evaluating and layering various sources of income including company pensions, government pensions and investment income.
- Thoughtful and detailed budget creation and evaluation
- Commuted Value pension analysis
- Downsizing considerations
- Achieving major purchase goals
- Education funding for children and grandchildren
- Long-term care considerations and options
- Emergency fund creation
Legacy and Estate Planning
- Facilitating the tax-efficient transfer of wealth
- Assisting families to build meaningful legacies across generations
- Assisting Executors & Powers of Attorney with financial management
- Evaluating various charitable giving and charitable foundation options
- Trust services
- Inheritance allocation
Incoming Tax Planning
- Arranging your financial affairs to reduce your overall tax burden
- Identifying opportunities to utilize available tax incentives
Portfolio and Investment Solutions
- Identify risk tolerance and investment objectives
- Determination of appropriate asset mix
- Selection of diversified portfolio of securities that meet strict criteria for risk level and performance
- Monitor portfolio; modify and re-balance as necessary
Life Insurance
- Evaluating the amount and type of coverage
- Identifying options to protecting your assets or facilitate the tax-efficient transfer of wealth
- Business Succession*
- Preparing your business for the future transfer of ownership and management to your chosen successor
Let's Connect
Our investment management process is fully integrated with our wealth planning process to create a holistic strategy that is unique to you. We maintain a tailored and disciplined approach to investment management, guided by in-depth industry research and advice from some of the top economists, analysts, and investment professionals.
