PROFESSIONAL WEALTH MANAGEMENT
John Young, CIM, Senior Portfolio Manager & Wealth Advisor
With the resources and support of RBC Dominion Securities, my team and I build individually tailored wealth management strategies for individuals, families, and businesses. Located in Red Deer, Alberta, our team works with clients throughout Central and Southern Alberta to develop customized planning and investment solutions.
WHO WE CAN HELP
Our services are designed for clients who have reached the stage where their financial affairs have become increasingly complex, and they require professional assistance managing their investment assets. Our clients include:
- Successful business owners and self-employed professionals who need help managing personal and business assets
- Retirees requiring innovative strategies to maximize their after-tax retirement income while protecting their financial security
- Pre-retirees who want to make the most of their retirement savings as they approach retirement
- Busy executives and professionals looking to free their time to focus on personal and career goals
- Farmers looking to manage market risk and ways to transfer wealth
- Land owners looking to turn proceeds from a sale into a retirement income stream
- Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner
- Non-profit organizations requiring assistance managing investment assets according to specific guidelines
- Philanthropists looking for creative ways to enhance their legacy to chosen charities
FOCUSING ON THE BIG PICTURE
Getting the right investment advice is a key part of managing your wealth, but it’s just one part of a bigger picture piece of a larger puzzle. You may require assistance with your finances or taxes, planning your retirement or structuring your estate in a tax-efficient manner. Perhaps you have very specific concerns that need to be addressed, like maximizing your retirement income or deciding how to pass on the family business.
Because these various aspects of managing wealth are all interconnected, it is important to take a coordinated approach. That’s why we collaborate with experts in financial planning, estate consultations, wealth protection through insurance, and more, to encompass your total financial life. Working in partnership with other professionals on my team and your tax and legal advisors, I can help you address all your wealth management concerns.
We are conveniently located at 4900 50th Street, Floor 3, in Red Deer, Alberta.
To find out how a customized wealth management plan can help you achieve financial security, contact us today.
