From our offices in downtown Guelph, Bird Elinesky Schuett Private Wealth Management provides you with a full service wealth management experience that is tailored to your needs.
We understand that attaining a certain level of affluence creates new opportunities but also increases your financial complexity.
Our comprehensive and long-term approach to wealth management encompasses financial planning, investment management, tax minimization, wealth protection, insurance and estate planning. We recognize that complex issues arise for individuals with substantial assets and we provide a personalized strategies that include:
- Accumulating wealth and growing your assets
- Protecting your wealth by managing risk
- Identifying tax-minimization opportunities
- Converting your wealth into an income stream
- Farm and business succession planning
- Transferring wealth to your heirs and creating a legacy
- Socially responsible investing
Contact us at 519-822-2024 or email email@example.com - You can be confident that you will receive the personalized professional advice that will help you to achieve your financial goals.
Bird Elinesky Schuett Private Wealth Management; serving Guelph, Milton, Georgetown, Fergus, Elora and surrounding areas.