Jungwirth & Associates Wealth Management

Jungwirth & Associates Wealth Management

Wealth management that evolves as your needs, priorities and circumstances change over time

Phone

Office

(306) 975-7417

Office Location

211 19 Street East Suite 301 Saskatoon, SK S7K 5R6. map

Hello and welcome!

With over 27 years of combined experience in the investment and wealth management industry in Saskatchewan, we are passionate about discovering what is truly important to our clients and helping them fulfill their goals. We go beyond the typical investment conversation to deliver solutions tailored to your specific needs and wealth priorities. Our team's resources are designed around your personalized wealth plan, and they evolve with you as you move throughout various stages in your life. At Jungwirth & Associates, we have developed a strategic process that we guide our clients through to ensure your wealth plan is fulfilled to its best potential. This includes client-first discovery, an integrated wealth management solution, implementation of the solution, and continued active monitoring of your plan and portfolio.  

Client- First Discovery
The most important part of what we do and why we do it is driven by you. Putting a focus on communication and mutual trust is something we pride ourselves on. We utilize a proprietary behavioural finance and wealth priority tool upon first meeting you, to better understand who you are as an investor and your wealth priorities. You may even find out more about yourself and uncover biases you didn't know were there.  This lays the foundation so we can begin building your wealth plan in a way that is meaningful and important to you. Your priorities and goals are at the center of the conversations.

Integrated Wealth Management Solution
Whatever the uncertainty or stress is around managing your wealth, we can help you to achieve your goals in a measurable way. We create a customized wealth and retirement plan that is meant to protect you, your family, and your financial future. Every step of the way, we endeavor to ensure our team's approach is getting you to the next step in a way that is comfortable. More than two decades of working with clients has allowed Rob and the team to hone in on creating balanced, risk-managed, tax-efficient strategies that can be utilized in your wealth plan. Depending on your needs and priorities, we'll introduce you to TD specialists who have expertise across the wealth spectrum- tax planning, estate planning, will reviews, specialized banking services, and more. 

Implementation
We carry out the implementation of your chosen solutions, having ensured the solutions align with your wealth plan. Open architecture is an integral part of our investment management process, and as your needs evolve over time, the services and solutions we offer will evolve as well. Because we are not tied to any particular set of solutions, strategies, or financial vehicles, we believe that our advice is unbiased and in your best interest. We strive to provide the tools and strategies necessary to give you the independence and power to control your wealth, on your terms.

Active Monitoring
We are a  holistic wealth management team. Wealth plans are not one-and-done; they continuously change depending on personal, economic, and other factors. We are here to help you evolve your investment and wealth plan as needed and take on your next priority; whether it be looking at tax – efficient strategies or leaving a legacy.

Phone

Toll Free

(800) 285-1160

Branch Phone

(306) 975-7400

Branch Fax

(306) 975-7404

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

  • Protecting your assets
  • Maximizing your charitable giving
  • Finding tax strategies and solutions
  • Arranging your estate and trust planning

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

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