Wealth Planning

Wealth management is a comprehensive approach to helping you achieve your goals in life. It gives you the confidence you need to make sound financial decisions, plus the freedom to live life the way you want. It also provides a clear roadmap for your future by addressing all aspects of your financial situation at each stage of your life. Every step of the way, you are guided by a professional wealth manager who will work alongside your other advise givers and help you realize your personal aspirations.

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 one's education

  • Create a legacy through charitable gifts

  • Build and transfer your estate

A comprehensive financial plan can be built from a detailed analysis of your current situation and explores opportunities that will ensure you are on the right course. With the help of our accredited financial planning experts, we will provide you with a plan that maps out tax-efficient strategies to achieve your goals.

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. With the complimentary services of our dedicated financial planning expert, we help:

  • Preserve our clients' current wealth

  • Maximize after-tax retirement income

  • Integrate business and personal tax strategies

  • Protect the value of their estate for the future

Insurance Solutions

Integrating insurance solutions into a wealth management plan is about more than a life insurance policy. Depending on each client's 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

Will and Estate Planning

Our legal Will and Estate expert can help simplify the complex estate planning process so you don't 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 it's 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.