Wealth Services
Our Services
We approach client service with a consultative, team-oriented method that looks at every facet of their financial situation. This involves implementing holistic wealth management strategies and offering tailored solutions through a multi-faceted perspective.
Some Successful Recoveries
Financial Planning
- Holistic Financial Planning
- Defining Clear Goals
- Strategy Execution
- Retirement Income Strategy
- Enhancing Cash Flow and Maximizing Net Worth
Wealth Counselling
- Behavioral Coaching
- Ongoing, proactive one-on-one consultations
- Guidance during significant life events
- Expert, impartial advice
- Coordination and collaboration with family, legal, and tax professionals
- Smooth transition into retirement
Estate & Insurance Planning
- Assess strategies to protect and optimize estate value
- Analyze insurance requirements
- Plan for a philanthropic legacy
- Corporate asset transfer planning
- Develop charitable giving strategies
Tax Optimization Strategies
- Tax reduction and other often-overlooked strategies
- Tax-deductible wealth management advisory fees
- Complete tax planning services and support
- Corporate tax strategy development
Investment Management
- Strategic investment management
- Customized asset allocation
- Thorough portfolio analysis, assessment, and rebalancing
- Risk management, monitoring, due diligence, and protection
Cross Border Services
- Cross-border investment management
- Snowbird compliance
- IRAs, non-registered accounts, corporate, and trust accounts
- Cross-border regulatory compliance (e.g., blue sky laws, PFICs)
- Currency exchange and transfers