Your Wealth Wheel
The wealth wheel shows some of the aspects of wealth planning that you may or will need to contend with over your life. We can help you make smart choices with your money such that you have the best chance of achieving your life goals. Your investment plan is the hub of the wheel and binds all of the elements together.
- Risk Management - Protecting your wealth and your loved ones from the unexpected
- Retirement Plan - The cornerstone of most plans we build, a plan for a dignified and abundant retirement
- Education Plan - Ensuring you have the funds to help your child or grandchild through post-secondary education
- Tax Plan - Ensuring you are maximizing any tax savings and tax deferral opportunities
- Estate Plan - Ensuring you have the appropriate strategies in place to ensure a seamless transfer of wealth, usually in conjunction with other experts (lawyer, accountant)
Investment Planning
Find out about you
We will sit down with you and take the time to understand the feelings you have around money. We will help you put into words the goals you have in life and then help you determine what amount of money you would need to meet those goals.
Build the plan
We will develop a plan for you that we feel will give you the best chance of achieving your goals.
Implement the plan
We will help you implement the plan using our model portfolios developed using a process developed over the years we have been in this business.
Monitor, rebalance and adjust
We will maintain regular contact with you to make sure the plan continues to meet your objectives, that it stays in balance, and adjust it as required by changing circumstance.