Welcome

 


 

At Haak Kennedy Wealth Advisory Group, our mission is to provide unparalleled wealth management and financial planning services that guide our clients toward achieving their most ambitious financial goals.

With a steadfast commitment to personalized strategies, expert advice, and comprehensive solutions, we strive to build lasting relationships rooted in trust, transparency, and success.

Our dedicated team of experienced advisors is here to navigate the complexities of the financial landscape, ensuring that each client's unique journey is met with confidence, clarity, and a brighter financial future.

Our team will:

  • Position your portfolio to help you achieve your growth targets. We can’t control the markets, but we can control a tax-efficient plan that maximizes the use of your corporation. 
  • Morph your corporation into your Wealth Plan and ensure it is as tax-efficient as possible while structuring your holdings in a tax-conscious way. 
  • Integrate your personal and professional assets into one overall portfolio strategy to maximize your earning potential while creating tax-wise, consistent income through total wealth management from your Medical Professional Corporation or Professional Corporation, registered accounts such as your RRSP and TFSA, and your non-registered accounts. 
  • Manage your wealth according to your goals. We will discover what wealth means to you and base all our decisions on helping you achieve your objectives within your risk tolerance. Working with your existing advisors, we will create your family’s complete Wealth Plan and adjust it over time as your personal and professional lives change, in collaboration with you. 
  • Help you protect your loved ones. To prepare your family in case of unexpected life events, we will deploy insurance strategies and structure your estate to transfer wealth smoothly and tax-efficiently to your loved ones and chosen causes. 
  • Bring you strength and stability. As part of Canada’s best-rated Full-Service Investment Advisory Firm,* BMO Nesbitt Burns, we provide access to one of the broadest sections of wealth management solutions, products and services available today and industry-leading technology, products and research. BMO Nesbitt Burns is a core part of the success of The Bank of Montreal, Canada’s oldest bank.

 

*Global Banking and Finance review 2014 and 2015

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