People often seek financial advice as their wealth grows, their priorities evolve, or important decisions become more interconnected.
As a high-net-worth financial advisor in Mississauga, we work with individuals and families who want a coordinated financial strategy and an ongoing relationship with a team that understands their goals and supports them over the long term.
Retirees and pre-retirees
Retirement brings important decisions about how to use the wealth you’ve built.
We help you think through:
- Sustainable retirement income
- Tax-efficient withdrawals
- Investment decisions
- Estate and wealth transfer planning
- Cottage and property considerations
- Support for a spouse or family
- Lifestyle goals for the years ahead
From there, we can help you look ahead to the next five, 10 or 20 years and build a strategy around the life you want to lead.
High earners building wealth
A strong income creates opportunities, but it also brings more financial decisions.
We work with corporate professionals, technology workers, executives, dual-income households, and young families who are building wealth. You may have workplace benefits, RRSPs, TFSAs, insurance, education savings, and tax planning opportunities that all need to work together.
We help organize those pieces into one coordinated financial strategy, so you can make informed decisions and stay focused on your career, family, and long-term goals.
Business owners and incorporated professionals
Business owners often have much of their wealth, income and future tied to the company they’ve built.
We help you evaluate:
- How personal and corporate finances work together
- Tax and investment planning
- Retirement outside the business
- Insurance and risk management
- Succession and eventual transition
- Family and estate priorities
The strategy can evolve as your business grows, your priorities change, or you begin planning for retirement and the eventual transition of the business.