Sea to Sky Wealth Management
Sea to Sky Wealth Management
Comprehensive and astute wealth advisory services
With two Chartered Financial Analyst® (CFA®) charterholders, many years of experience and a collaborative team approach, we offer carefully-considered, innovative wealth strategies to affluent retirees, pre-retirees, families, small business owners and corporations.
Are you too busy to manage your wealth and want someone experienced to help guide you?
Would you rather be doing other things than building and monitoring your portfolio?
Are you tired of living with financial concern and feeling you need to watch your money?
We’re here and committed to help, with:
- Honest advice
- Long-term strategies to help protect and grow your capital
- Estate planning strategies to help you pass your wealth tax-effectively to the next generation according to your wishes, and
- The skills to build portfolios that can help generate a reliable flow of income for your retirement
The Sea to Sky Wealth Management experience:
- We listen and are relatable.
- Your interests come first - we treat your money like it is our own.
- We will talk about your life more than your account.
- We are committed to ensuring you understand your portfolio and know the potential risk - and returns it could bring.
- Expect us to be in touch frequently with high-quality communications, including an agenda email before each meeting and a summary afterwards.
- We follow through in a timely manner to ensure plans are executed.
- Our team follows a proactive, structured process.
Wealth Insights
The Rising Tide of Optimism
Think kids these days are getting too much screen time? There’s another demographic struggling to put down their phones: Baby Boomers. As one 83-year-old put it: “I’m so attached to this thing. If I leave the house and forget (it), I’ll go back.”
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
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When do you have to pay capital gains tax on gifts?
Planning on leaving a large gift to your children or grandchildren? If it includes property or securities, there may be tax implications to keep in mind. Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Greg Bonnell to discuss what Canadians should know and ways you may be able to reduce the tax impact.