Financial Needs Analysis

   A strong core to begin financial planning is essential by ensuring that the basics are covered. From wills, emergency funds, health and dental, life insurance and investment needs we will cover each in detail. Every client has a beginning. No matter at what point in life you are at we will take you through a process to ensure your needs are covered and that a solid structured strategy is in place for the future.

Retirement Planning

   Whether it is at age 65, 55 or whenever you choose planning for retirement is not as simple as not going to work one day. The financial and emotional decisions required are uncovered through detailed discussions, plans and analysis. We will work closely with you to develop and monitor a plan to help you reach your retirement objectives.

Estate Planning

   As the saying goes get your ducks in order. Using the tools and products available we will align a customized estate plan, communicate with beneficiaries as requested to best maximize your goals and desires to maintain assets, minimize tax, avoid probate as best as possible. With a clear understanding of your goals and wishes we will keep you informed of issues that will make these golden years the most enjoyable and worry free for you.

Planning for the Needs of Children

   We can work with all family levels, whether you are looking to provide asset protection for your own young children or would like to know how to provide wealth generational transfer to your grandchildren we can provide you solutions. With the use of life insurance, RESP's or named beneficiaries we can tailor a plan to help you reach your goals and provide the maximum benefit for your heirs.

Planning for the Needs of an Aging Parent

   Often referred to as the sandwich generation we will help you look at realistic solutions to provide for the needs of an aging parent. By working closely with the whole family and the concerns of each member we can help you develop a plan to ensure powers of attorney and wills are in order, establish income streams, examine health care and long term care issues and evaluate wealth transfer solutions.

Employee Benefit Planning

   Are you an employer?  Is your benefit package hitting the mark?  You can increase employee retention and satisfaction through customized health and dental solutions that are cost and tax effective. Keep up to date with the best benefits available; let us arrange a comparison for you at no charge.

Corporate and Partnership Planning

   By developing a solid shareholder or partnership agreement you can ensure you are adequately providing protection to the key persons in your organization. With the use of life insurance for key persons, buy-sell, and exit strategies we can tailor a complete package to keep you covered in each situation.

Business Succession Planning

   We will work with business owners to develop a realistic exit strategy to ensure the succession of your business happens as you planned it would. We will evaluate your options in regards to reorganizing, selling, or winding up your business to best maximize the value. With proper planning family unity can be maintained when transferring the business intergeneration to continue your legacy.

What Next?

I know this all sounds fantastic and perhaps a bit overwhelming.  Well, our simplified process will show you how we can bring it all into perspective. 

 If you would like to sit down for a no-obligation 'who we are and what we can do for you meeting' feel free to call our office or contact us here for a personal coffee meeting.

Mutual Funds Provided Through FundEX Investments Inc.

Disclaimer/privacy