Need Help with Wealth Management?
Wealth management combines several financial services to address the needs of affluent clients. Wealth management brings together tax planning, wealth protection, estate planning, succession planning, and family governance. Using a consultative process, the advisor learns information about the client’s wants and their specific situation. I’ll tailor a personalized strategy that utilizes a range of financial products and services.
- Should I withdraw more than the minimum from my RRIF?
- Which account should I withdraw from first in retirement?
- How do I make a plan for the family business?
- How do I maximize my charitable giving?
- How do I create an income in retirement?
- Should I own assets jointly?