Achieve financial freedom with professional wealth management


Wealth management is about many things: retirement planning, wealth transfer, lifestyle protection, legacy creation and, above all, the confidence that you can achieve almost any financial goal with the right advice and a comprehensive plan.

In your journey to financial freedom, you will notice managing wealth is never a straight line. Your wants, needs, risk tolerance, time horizon, the markets – each is in continuous flux, and require your wealth plan to be adjusted accordingly. We're here to help you navigate the complexities and day-to-day details of wealth management, so you can focus on enjoying it, not managing it. We'll build you a comprehensive plan that addresses all financial aspects at each life stage and will be there every step of the way.

We can help you and your family:

  • Develop a comprehensive plan for your short- and long-term financial goals
  • Maximize your after-tax investment returns given your needs for income, growth and security
  • Protect your family’s financial security with insurance solutions
  • Implement retirement income strategies
  • Design a succession plan for a smooth transition that funds your future plans
  • Implement tax-efficient wealth transfer strategies, including the use of trusts and insurance
  • Build a legacy and enrich the lives of others with charitable giving

Contact us today to set up a chat and see how we can help.

Helping you answer those difficult questions

 

What does my current financial situation look like?

If I live to be 90, will I have sufficient funds to maintain my current/and or desired lifestyle?

If I die tomorrow, will my family be sufficiently provided for financially?

How does changing financial assumptions impact my future situation/?

What can I do to ensure my financial goals and priorities become a reality?

Could my business survive a major change or crisis?

 

The Beckett Team will work with you in answering all the above questions to develop your own personal financial forecast through the use of myGPS we will identify your goals, priorities and solutions.

 

 

A+ Portfolios

 

A+ is an innovative investment platform that gives you convenient access to a professionally managed, fully customized investment portfolio. A+ provides access to some of the world’s leading investment managers, backed by RBC’s proven investment discipline.

With most investment programs, you are fit to the program. However with A+, the program is fit to you. Your A+ portfolio is individually crafted based on your unique needs for capital growth, investment income and asset preservation. Then, your A+ portfolio is professionally managed for you within strict parameters, freeing you to focus on your other important priorities with confidence.

Your customized A+ portfolio provides:
• The expertise of leading independent asset management firms, carefully assessed through in-depth research, and brought together in a coordinated, customized portfolio
• The latest portfolio management technology that brings together multiple asset managers into a single, unified portfolio with consolidated reporting and synchronized asset allocation
• A proven investment discipline that ensures your portfolio is set, monitored and rebalanced
according to your specific investment guidelines
• A modern approach that can help you achieve your financial goals, without compromising on your personal values