Phone:
306-343-3635
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Home
About Us
Team Members
Partners
Our Services
What We Do
Our Service Model
Investment Approach
Our Fees
FAQ
Blog
Contact Us
☰
Home
About Us
Team Members
Partners
Our Services
What We Do
Our Service Model
Investment Approach
Our Fees
FAQ
Blog
Contact Us
Our Services
Our Services
Wealth Management Solutions We Offer
Financial Planning
•
Goal setting
• Cash-flow analysis
• Net worth assessment
• Investment planning
• Retirement planning
• Income and asset protection
• Estate planning
• Tax efficiency
Investment Planning
•
Establishment of investment objectives
• Asset allocation strategy development
• Portfolio design and security selection
• Ongoing investment management and advice
• Periodic portfolio reviews and rebalancing
Credit and Banking Strategies
•
Effective credit management –mortgage, line of credit, personal and business loans
• Cash management
Retirement Planning
•
Identify goals
• Evaluate cash flow planning
• Review financial plan stability
• Developing tax-efficient income strategies
Protecting Your Lifestyle (Insurance Strategies)
•
Income continuance planning
• Developing asset protection strategies
Legacy Planning
•
Assess current and potential estate value
• Determine obligations (debts, dependents, taxes and probate costs)
• Identify estate planning issues and opportunities
• Devise strategies to fund obligations and wishes
Tax Efficiency
•
Review current and future tax situations
• Uncover opportunities to save taxes or defer taxation
• Develop strategies to cover future tax liabilities
Business Financial Services
•
Business investment management
• Access to Commercial Banking Specialists
• Succession planning and business transfer assistance
Philanthropy
•
Establish a donor advised fund or private foundation