Executives
Struggling with demanding schedules and finding time, executives are fitting clients for wealth management services. Ripley Wealth Management understands the same drive for expertise, security and efficiency in every aspect of life. Looking at your current situation and the future, what may be some of the factors that are or will be important to you?
- Preparing for Financial well-being leading up to and into retirement in order for you to afford and
enjoy the lifestyle you’ve earned - Navigating through potential investment decisions, including maximizing the wealth management effect of your stock options and restricted share units
- Cash Flow planning for major purchases – including US, international or national recreational real estate
- Minimizing your annual income taxes now and in the future
- Peace of mind – having all wealth management issues adequately addressed
- Ensuring that you are growing and protecting your wealth
- Appreciating that your family is provided for in the event of an illness, injury or death
- Knowing that your personal long term investment strategy takes into account how you feel and provides you with a comparable rate of return
- Growing and maximizing your career potential by being able to focus on your professional life
- Considering a proper estate plan is in place for your beneficiaries to enjoy the full benefits of your wealth
- Making an allowance for an education investment strategy to assist your children or grandchildren with their education
- To leave a legacy to assist a charitable organization for a cause you believe strongly in
My Commitment & Our Next Steps
With a financial discovery to identify your needs and circumstances I will ensure we write down the aspirations you desire most. Written goals are more achievable. This will be captured in an Investment Policy Statement (IPS) that we can use to direct our strategy to preserving and making the most of your hard earned capital.
After a strategy planning and wealth management review, we can include will and estate planning, business succession planning and insurance strategies to protect you and the people you wish to provide for as an added benefit to our comprehensive approach. I can also collaborate with any of your other financial advisors, and use my external and internal network to ensure we are simplifying your ability to grow and protect your wealth in your interest.
We will financial plan to forecast your wealth accumulation (in and outside of your business) considering tax and retirement planning to give you peace of mind.
Regular reviews, monitoring and an ongoing service schedule is agreed upon to ensure you are kept well informed.
Start a Conversation
Schedule a discovery meeting at my office, your office, at an RBC Royal Bank branch close to you or at your home - where we can get to know one another, I can gain an understanding of your needs and we can put a relationship strategy together for a long-term and mutually beneficial bond towards achieving and protecting what it is that is important to you. I feel that if I have a good grasp of what is important to you and if I get to know your goals and expectations, I can be confident in offering my knowledge and the professional services of my firm to ensure you meet these goals. Let my expertise complement yours.
