Achieve financial freedom with professional wealth management


Wealth management is about many things: retirement planning, wealth transfer, lifestyle protection, legacy creation and, above all, the confidence that you can achieve almost any financial goal with the right advice and a comprehensive plan.

In your journey to financial freedom, you will notice managing wealth is never a straight line. Your wants, needs, risk tolerance, time horizon, the markets – each is in continuous flux, and require your wealth plan to be adjusted accordingly. We're here to help you navigate the complexities and day-to-day details of wealth management, so you can focus on enjoying it, not managing it. We'll build you a comprehensive plan that addresses all financial aspects at each life stage and will be there every step of the way.

We can help you and your family:

  • Develop a comprehensive plan for your short- and long-term financial goals
  • Maximize your after-tax investment returns given your needs for income, growth and security
  • Protect your family’s financial security with insurance solutions
  • Implement retirement income strategies
  • Design a succession plan for a smooth transition that funds your future plans
  • Implement tax-efficient wealth transfer strategies, including the use of trusts and insurance
  • Build a legacy and enrich the lives of others with charitable giving

Contact us today to set up a chat and see how we can help.

Second opinion service

 

Whether you're a seasoned investor or new to the trading world, you can always benefit from a new perspective that may add substantial value. We offer a complimentary, no obligation second opinion service to address your questions, concerns and needs.

As part of this service, we will perform an in-depth review of your current investment portfolio by analyzing your holdings, assessing whether you are taking the appropriate risk and examining your overall portfolio performance. We will do this by taking into consideration the current outlook for the market and the economy, your personal risk tolerance and your goals.

From there, we will offer suitable recommendations if your portfolio is not already on track.

Let us help you gain peace of mind and renew your confidence in today's challenging markets.

 

Mirjana Janzen, CIM, FMA, FCSI, TEP

Investment & Wealth Advisor, Financial Planner

204-318-1811 | Email me

Contact Us

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