The next generation of wealth

We know that the wealth you’ve built means the world to you, and that choosing an investment advisor you can trust to protect and grow your legacy is important to your peace of mind. Trying to navigate alone through a fast-paced world often leads to sleepless nights as you worry about financial security for your family and your business. By partnering with Baillie Wealth Management, you can take comfort in knowing that our disciplined planning solutions are designed to help you sleep well at night.

Creating your financial plan is about more than managing your investments. It begins with a thorough understanding of what’s important to you – this is the foundation of your plan that we’ll use to customize strategies which consider your entire financial picture, to prepare for your long-term goals and lifestyle choices. We’ll regularly review and adjust your plan as your life unfolds and your needs evolve.

Whether crafting a plan for retirement or ensuring your legacy can be passed on to another generation, we receive dedicated support from Richardson GMP’s Wealth and Estate Planning team of in-house lawyers, accountants, insurance professionals, tax experts and estate planners to address changing needs that arise as your life progresses.

Our passion is helping you transition through your financial life with ease. We’ll help you tune out the noise and focus on creating a long-term plan to navigate through uncertain times and weather the storms that come your way with confidence. Our expertise is in discovering solutions that allow you to live life on your own terms and look to the future with anticipation.

Share your dreams with us – and we’ll provide the plan to help you achieve them.

 

Please contact us to learn how we can help protect and enhance what's most important to you.

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Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

August 2019
Let’s talk about philanthropy
Are you interested in giving back to causes or charities that are meaningful to you? Is your charitable giving plan tax efficient? We’ve outlined some key considerations that can help you build a strong charitable giving strategy.

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Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

30 September 2019
Decision making under uncertainty
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23 September 2019
Repo repercussions
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October 2019
Investor strategy: Choppy
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