Amazing things for you
Protect the wealth creator. Estate planning.
Savings with no tax on growth. Education plans.
Student insurance. Visitor insurance.
Renegotiate your mortgage.
Mortgage insurance.
What is Wealth Advisory?
Wealth Management is about examining an individual or family’s overall financial situation and trying to maximize long term wealth.
Wealth management considers all the financial aspects of a respective client. Financial advisors that specialize in wealth management can help clients with education planning, proper protection against the unforeseen, tax savings and growth of savings, investment, legacy planning and even charitable giving.
For example, if you’re trying to set up a fund for your new born to go to university in future, a wealth management expert would be ideal to speak with. Same for having a wealthy retired life.
The wealth management process can also include a number of different experts. Outside of a financial advisor, you can also bring accountants and lawyers in, to consider all angles of wealth management strategy, since these kinds of strategies go through multiple aspects. For example, a lawyer may be brought to ensure that wealth transfer is being conducted in a legal way.
Newcomers to Canada
One of the most important thing for a newcomer is the understanding of different governmental tax saving vehicle accounts. It is equally wise to be prepared for any life surprise event. This helps to plan a better future.
Understand how to use these accounts properly and how to maximize the benefits. Click in “learn more”:
International Students
Life of an international student can be challenging sometimes, but certainly is the best stage of your life!
Offering you:
- Several options of Health Insurance coverages, so that you are protected during your stay in Canada
- Students saving options because every dollar counts and you need to start preparing for the big investment of your life: house
