Building and preserving your wealth requires a balance between enjoying your success today and making sure your future is financially secure. With customized wealth management strategies, Alexandra can help you develop a comprehensive plan that addresses all your needs. Financial Planning and investment strategies are designed for professionals, business owners, retirees and their families with portfolios in excess of $500,000.
Alexandra takes a highly personalized approach to wealth management. This process uncovers and addresses current and future goals and objectives prior to developing an investment plan. Her knowledge and experience provides clients with a consistent, disciplined approach to managing money.
- Investment management – Whether you are focused on building your wealth, creating a tax-efficient income stream, or preserving its value for your legacy, Alex takes a disciplined approach that maximizes your investment opportunities without unnecessary risk.
- Financial planning – We help coordinate investment, tax-planning and insurance strategies that make your money work more efficiently. So there’s no duplication in efforts, and no wasted opportunities.
- Will & Estate planning – A professional Will and Estate Consultant works closely with us to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your will and estate consultation, you will receive a report outlining various estate planning opportunities for us to explore in further detail with your own lawyer or accountant.
- Insurance strategies – A highly qualified Insurance Specialist works with our team to help you create and preserve your wealth. We follow a comprehensive process to assess your needs.
- Retirement planning – that maximizes your income-earning years while working towards your ideal retirement lifestyle. This includes sophisticated retirement savings strategies that go above and beyond traditional RSPs for business owners, self-employed professionals or senior executives.
- Charitable giving – that allows you to give back to your favourite causes while taking advantage of special tax advantages from donating securities or establishing your own foundation.