Total Wealth Counsel
Tax Planning. Minimizing taxes is a key component to building wealth. We’ll work with your accountant and lawyer to evaluate and provide the most succinct and integrated set of solutions to help you pay as little tax as possible.
Retirement Planning and Critical 10. We will help you determine when you want to, or are able to, retire and plan wisely to achieve a secure and comfortable retirement lifestyle. The Critical 10 addresses the most poignant of planning issues that coincide with the five years immediately preceding and following retirement.
Risk Management. A critical aspect of building long-term wealth is protecting your legacy, income, lifestyle, family and business from the financial fallout of an unexpected disability, illness or death using a variety of risk mitigating strategies.
Estate and Intergenerational Planning. We will help preserve your legacy by strategically directing the course of your wealth to ensure a smooth and seamless transfer of your wealth to the next generation; and to pass good wealth stewardship principles on to your heirs.
Investment Management. A well-designed, customized, and professionally managed portfolio will help you achieve your near and long-term wealth planning goals while honouring your risk tolerance. Our top-down, bottom-up value-based approach seeks to provide superior, risk-adjusted returns that outperform benchmarks over the long term.
Our role as your financial partner is to help you put the pieces together creatively but prudently through a tailored Wealth Counsel Process.