Wealth Management is a comprehensive advisory discipline encompassing a variety of planning exercises, investment portfolio management and insurance considerations. It requires a careful examination and understanding of a client's personal and financial situation, short-, medium- and long-term life objectives and financial comfort zones. Our wealth management service encompasses and aims to optimize all of the following, tailored to the unique circumstances of you and your family. Click on any of the topics below to learn more on those subjects.
Perhaps the single most important objective of wealth management is building, sustaining and ultimately enjoying the fruits of a retirement nest egg. Planning to invest and investing according to plan are critical elements to succeeding at this endeavour. We specialize in helping our clients achieve a comfortable and fulfilling retirement. There are many potential sources of retirement income. These include Canada Pension Plan (CPP) benefits, Old Age Security (OAS) payments, investment income from your investment portfolio, withdrawals from a Tax Free Savings Account (TFSA), benefits from a Registered Pension Plan, annuities and withdrawals from a Registered Retirement Savings Plan (RRSP) or Registered Retirement Income Fund (RRIF). While much emphasis is placed on the financial aspects of planning for retirement, we believe it is just as important to give extensive consideration to the change in lifestyle that retirement presents. We believe that the most important piece of retirement planning you do will be to carefully determine how you will spend your time once you retire.