Partners in wealth can be defined several ways. First and foremost, it personifies the relationships we have with our clients; based on education and empowerment. Second, it refers to the team of advisors and support staff that we have built who work together to deliver an exceptional customer service experience.
Finally, it captures the relationships we have formed with our strategic business partners who we have chosen to provide product solutions or specialized advice to help our clients reach their financial goals. Our team is dedicated to partner with our clients to provide holistic wealth planning advice that will educate and empower.
Finally, it captures the relationships we have formed with our strategic business partners who we have chosen to provide product solutions or specialized advice to help our clients reach their financial goals. Our team is dedicated to partner with our clients to provide holistic wealth planning advice that will educate and empower.
Services
Who We Are
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For us, "wealth partners" means several things. First and foremost, it personifies the relationships we have with our clients; based on education, advice and empowerment. Second, it refers to the team of advisors and support staff who work together to deliver an exceptional customer service and advice delivery experience.
What We Do
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Parents raising children face many unique challenges, not the least of which is juggling many different roles and responsibilities. Ensuring sufficient insurance is in place to provide for their loved ones & locking up life insurance at the best available premiums.
While government and private pension plans still provide the cornerstone of most Canadians' retirement, more and more retirees are going to have to ensure they have established adequate savings to bridge the gap.In some cases, looking after one or even two other generations of their family (children and aging parents).
While government and private pension plans still provide the cornerstone of most Canadians' retirement, more and more retirees are going to have to ensure they have established adequate savings to bridge the gap.In some cases, looking after one or even two other generations of their family (children and aging parents).
Estate Planning
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If the money you are inheriting is coming from an RRSP or RRIF owned by your spouse, neither you nor their estate pays any tax, under two conditions! We all know how important it is to have a plan for your physical estate at the time of your death, including property, heirlooms, and financial assets.
Socially Responsible Investing
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Companies with poor ethical practices tend to make bad decisions, leading to bad investments over time. Undressed environmental risk factors can also compromise long-term returns for investors. As policy change around the world demands a higher ethical standard, unethical companies will likely underperform and be left behind.
UK Pension Transfers
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If you are a British expat living in Canada, consider moving your UK Pension to a Recognised Overseas Pension (ROP). The opportunity to move your pension to Canada may not last forever. Back in 2017, HRMC removed Canada from the list of approved countries that they will allow a pension to be transferred to, thankfully in 2019, Canada was put back on the approved list.
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