How We Help
Your finances are only the beginning.
Above all, as financial service providers, we aim to create clarity and comfort, from the uncertain to the certain. There is so much that we do here at the Lewin Wealth Advisory Group to invest in your financial well being.
Listed below are a few of the services we specialize in that put you first and strengthen your future.
Retirement Transitional Planning
Retirement is “Parts Unknown”, we help you envision where you are going. We help you define retirement and assist in making this transition less stressful.
“We knew we were retiring, but we really didn’t know what that meant. Gary helped us envision what our retirement could look like. He helped us see ourselves, our activities, and our lifestyle in the future. Gary then created a strategic financial plan to get us there. He continues to coach us toward our goals.”- March 2016
- Ron and Diane Ennis, Retired Business Owners
Estate Planning & Wealth Transfer
In this world nothing can be said to be certain, except death and taxes.—Benjamin Franklin
We add one more line to Mr. Franklin’s famous quote . . . However, with good advice; you can minimize the latter and maximize bequests.
We develop tax-advantaged strategies in the context of holistic financial planning. Collaboration allows us to assist in delivering tax minimization strategies for individuals and corporations.
Complete Wealth Planning- Focused on US persons
We use internal and external resources to build customized plans for U.S. residents and citizens.
"I asked Gary for a second opinion on my current plan. I’m glad I did because he identified several potential gaps. The biggest issue we needed to solve was my status as a US citizen despite living and working in Canada for most of my life. Gary called on his internal consultants to further explore and construct a plan around my goals and objectives along with my complex US cross-border issues. I continue to work with Gary to monitor and adjust my plan as needed. "- March 2016
-Joann S., Executive in the Financial Service Industry
Complete Wealth Planning- Focused on Small Business Owners
You are focused on growing your business. Meanwhile there are headwinds blowing you off course . . . these headwinds are many, and include taxes and organizational structure that will decrease the value of your business.
“Gary is able to stick handle around all the variables and coordinate with his internal consultants and my outside professionals to achieve the best possible result for me, my family and my business. Gary and I have a close relationship and our expanded conversations give him the ability to help me grow my business.”- March 2016
- Joe S, President JM Die Ltd
Often the best solution to a planning problem is a risk management strategy. Insurance solves problems in a unique and tax-effective way.*
"Gary helped us design a strategy to assist in the transition of the family cottage to our children".- March 2016
- Gary and Beth McConnell, Retirees
Yes, you need to maximize all the traditional educational saving opportunities, but there is more that can be done.
Customized Portfolio Strategies
With portfolio management you basically have two choices; Discretionary or Advisory. With Discretionary we do all the investment legwork for you. It’s ideal for people who want to delegate their investment management to a professional Portfolio Manager. With Advisory services you have more involvement in the decision-making process. We can do both.
Disclaimer: The opinions expressed above are those of the named client author and are in no way representative of the views of all clients. Client testimonials do not constitute a guarantee, warranty, or prediction regarding outcome of your investments.
*Insurance services and products are offered through BMO Estate Insurance Advisory Services Inc., a wholly-owned subsidiary of BMO Nesbitt Burns Inc.