R. Jordan Tanner
John W. Waters, C.A., CFP, TEP
Irit Gertzbein, B.A., D.C.S., B.Ed., LL.B.
Linda Leung, CPA, TEP
888 - 3rd Street SW
Clarifying your vision.
Developing a manageable plan.
Guiding you forward.
At Oliphant Wealth Management, our goal is to help you implement better decisions about the often neglected, sometimes overwhelming things in your life that involve planning, money, and time. We guide you from start to finish, through every issue, so that you have the peace of mind that your affairs are looked after the best they can be.
We will help you address questions like these:
- Can we comfortably live our desired lifestyle for the balance of our lives, worry free?
- Are we prepared for the transition to the next phase of our lives?
- Are we managing our finances in the best way to realize our plans?
- Will our estate planning truly accomplish the legacy we want to leave?
- Are we prepared, should we need to assist our parents, financially and practically? And are they?
- Is our business succession plan sound?
- Are we sharing as little of our wealth as possible with the government?
- Is our family looked after if something were to happen to any one of us?