Daniel Faust, CIM

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.

Whatever your goals, we will take the time to understand what you want to accomplish with your wealth.  Whether you need assistance managing wealth for yourself, your family or your business, we will provide the professional advice you need. 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:

• Maximize your after-tax investment returns in your professional corporation and retirement accounts
• Develop a comprehensive plan for your short- and long-term financial goals
• 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