Hayes Financial Group
Developing and executing an investment strategy that generates desirable returns over the long term is a critical part of a successful wealth management plan.
Our goal however, is to deliver value beyond just investment returns.
Below is a list of typical concerns we provide solutions to. Please feel free to connect with us if any happen to resonate with you and your family's situation:
How much must I save to ensure a comfortable retirement?
How much investment income can I withdraw without depleting my portfolio?
If I am withdrawing regular retirement income from my portfolio, how do I prevent a stock market pullback from impairing my long term plan?
How do I minimize taxation?
Should I contribute to a RRSP / Spousal RRSP / TFSA, or invest within a holding company?
How should I best save for my child's / grandchild's education?
How much and what type of insurance should I have?
How do I most effectively support the charitable causes I care about?
How do we most effectively pass our cottage to our beneficiaries?
How do we structure an estate plan to ensure our children are all treated equally when one of them has been given the family cottage / business / farm?
Are the powers of attorney, trustee's and executor(s) named in my will appropriate? Should I consider naming a professional trustee/executor?
Do one of these resonate?
If so, contact our office to start the conversation and discover how having a private team can elevate your wealth management experience, providing new possibilities through a different perspective.
Start the conversation here