Our Extended Team

Wealth Management Services Team

As your wealth advisor, it is important that we work in unison with the team of experts of your choosing.  This includes accounting, legal, personal and commercial banking professionals all with a common goal in mind; the health of your financial well-being.  We welcome the opportunity to work with your existing team of professionals to ensure your financial goals and strategies are implemented and administered effectively and efficiently.  However, should you require a referral to a professional, we would be happy to provide you access to our network.

Comprehensive Financial Planning

Reaching your goals often requires an interaction of strategies that minimizes taxation, provides sufficient retirement income, safeguards your wealth, and provide for the effective transition of assets between generations.  Our team of professionals are educated to help you uncover and capitalize on unique opportunities customized to your financial situation.  Your personalized plan will consider strategies such as:

• balancing current needs with savings strategies to help achieve long-term financial goals;
• maximizing after taxes retirement income while preserving capital;
• business succession planning;
• efficiently transferring accumulated wealth to the next generation;

Will and Estate Planning

Proper estate planning requires careful consideration of many factors.  A common misconception is that only wealthy people need estate planning and when people hear the term estate planning, they typically think of their Will.  The truth is that almost everyone can benefit from an estate plan and while a valid Will is a necessary foundation for estate planning, there are several other items to consider:

• ensuring your wealth is transferred to the beneficiary of your choosing;
• evaluating your insurance coverage;
• ensuring all adult family members have a valid and up to date Power of Attorney;
• considering charitable giving;
• making pre-planned funeral arrangements;
• evaluating advanced estate planning, such as the use of trusts;