Managing your wealth is not simply a financial exercise – it requires an appreciation of your unique needs and an in-depth understanding of your goals, dreams, values and how these affect your family.

The Goulet Wealth Advisory Team understands that the most effective wealth management plan starts long before we look at numbers – it starts with a discussion about you.

We firmly believe that wealth is a family affair. In order to attain your family’s goals it is important to know:

  • where you are today,
  • where you want to go,
  • how you are going to get there, and
  • what you are prepared to do to make sure you reach those goals.

 

Many planning decisions will have a major impact on you and your family members.

The Goulet Wealth Advisory Team works with you to clarify your financial life. Through a comprehensive discussion with you, and then a collaborative analysis with experts, we explore your unique circumstances and provide you with solutions to build wealth, protect your lifestyle, and leave a lasting legacy.

We help guide you through the many challenges of building and preserving your nest egg in today’s increasingly complex marketplace. Our team of advisors, along with the resources of the BMO Nesbitt Burns Wealth Group, will assemble and manage an extended team of experts on your behalf, including accountants, lawyers, insurance professionals, and tax and estate specialists.

As your needs evolve over time, we continue to monitor your plan and identify any opportunities that may arise as a result of changes in your circumstances.