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