Wealth Management solutions designed for you
Investment Solutions
In order for your portfolio to grow, it is important find the most appropriate investments based on your unique values, comfort level to risk exposure and portfolio size. To do so, our team will create a personalized Investment Policy Statement (IPS) to guide your personal investment plan.
Key components of your Investment Policy Statement will include your investment objective, risk tolerance, our service commitment, and pricing. The IPS is a 'living' document to be regularly reviewed and updated as required to reflect your financial goals and personal situation.
Find out how customized solutions can bring you closer to achieving your investment goals. Contact us for a complimentary consultation.
Financial planning
We understand that investments are only a small part of your overall plan to:
- Enjoy your wealth
- Save for retirement
- Help with a loved ones education
- Create a legacy through charitable gifts
- Build and transfer your estate
A comprehensive financial plan is built from a detailed analysis of your current situation and explores opportunities that will ensure you are on the right course. Let us help clarify the big picture and get your investments working towards achieving all your goals. Contact us for a complimentary consultation.
Tax-efficient strategies
For many of our clients, implementing tax-effective strategies to maximize their wealth is an important part of their wealth management plan:
- Preserve our clients current wealth
- Maximize after-tax retirement income
- Protect the value of their estate for the future
Contact us today to find out how we can help maximize your wealth.
Insurance solutions
Integrating insurance solutions into a wealth management plan is about more than a life insurance policy. Depending on each clients unique situation our insurance specialist can develop strategies that:
- Protect your wealth from the unexpected financial burden of illness or accidents
- Benefit from personal and corporate tax savings
- Build wealth for your estate or a charitable contribution
- Minimize the impact of taxes on your estate
Insurance solutions can play a big part in your overall plan. Contact us today to learn more about our services.
Will and Estate Planning
Our legal Will and Estate expert can help simplify the complex estate planning process so you dont have to make any compromises to your legacy. With a complimentary consultation, our team can help address your estate planning concerns and objectives, and recommend the steps you need to take to achieve your goals. Whether its updating your Will or creating one from scratch, establishing a trust for your loved ones, or setting up a charitable foundation, we can incorporate tax-efficient strategies to your plan.
Wed be happy to discuss how innovative Will and estate planning strategies can be a part of your wealth management plan. Contact us today to learn more about our services. 
