Financial Planning and Wealth Management

We understand you have goals that go beyond your wealth. Our branch has dedicated wealth management experts who can work with your advisor to help you achieve those goals.

Our Financial Planners, Will & Estate Consultants, Estate Planning Specialists and High-Net-Worth Specialists can help you:

  • Clarify your objectives and establish strategies to achieve your personal, estate or business goals
  • Create a comprehensive financial plan that leaves no stone unturned in the short- and long-term
  • Achieve your retirement goals given your current and long-term financial situation and needs
  • Enhance your personal wealth by leveraging the success of your career or business
  • Create tax-minimizing strategies for your investments, estate plan or charitable contributions
  • Ensure your estate is passed on tax-efficiently to your loved ones

Contact your Investment Advisor today to request an appointment with one of our wealth management experts.


Our Wealth Management Specialists

Trent Chekay
Regional Insurance Specialist

Donald Bell
Will & Estate Consultant

Tim Squire
Financial Planning Specialist

Lance Dimond
Financial Planning Consultant

Investments
  • Achieving a return to meet your goals
  • Risk tolerance
  • Asset allocation
  • Keeping you informed and educated
  • Ongoing advice
Estate Planning
  • Wills, POAs, executor's responsibilities
  • Trusts
  • Passing on assets effectively
  • Charities / planned giving
  • Estate protection
Charitable Planning
  • Testamentary
  • Foundations
  • Advanced planning options
  • Ways to incorporate into tax and estate planning
Tax Planning
  • Tax minimization strategies
  • Estate maximization strategies
Insurance
  • Personal and/or business
  • Options in life and disability
  • Using insurance for investment purposes
  • Multi-generation planning, including spouse, children and dependants
Borrowing and Banking
  • Personal and business borrowing
  • Personal and business banking
  • Debt reduction strategies
  • Private banking
  • Various banking channels - online, call centre, face-to-face
Education
  • College / university RESPs
  • Living expenses
Cash Flow Management
  • Income and expense management
  • Strategy behind buying or selling major assets
Retirement Planning
  • Estabilishing time horizon to retirement
  • Determining all sources of income
  • Incorporating your pension
  • Helping you establish your lifestyle goals at retirement
  • Exit strategy for business owners