We are Exceptional Wealth Management Canada, and we're here to work with you to achieve your financial goals. Your life is complex - family, business, and career take up much of your time, and maybe you're finding that every day is a constant juggling act that leaves little time to focus on the critical decisions impacting your financial future.
You probably think you should have a retirement plan, and maybe you've tried to get investment advice from your banker or broker; tax tips from your accountant; or estate planning advice from your lawyer, but you don't have a complete plan. We can help you bring everything together so you can focus on what you do best.
You probably think you should have a retirement plan, and maybe you've tried to get investment advice from your banker or broker; tax tips from your accountant; or estate planning advice from your lawyer, but you don't have a complete plan. We can help you bring everything together so you can focus on what you do best.
Services
A comprehensive financial plan includes protection for you and your family should something go wrong. You might be concerned that you're paying too much for coverage through your employer, or a declining policy from your bank. We will take a look at your circumstances, and provide an action plan that incorporates what you need today, and matches it to what you might need in the future.
You work hard for your money, and we'd like to help you keep as much as possible. Through effective budgeting strategies, we can help you identify opportunities to maximize your cash flow. It's pretty easy to get caught up in the daily spending habits we create, and we will make recommendations to help you achieve your financial goals.
We will work with you to create an action plan that identifies the steps needed to ensure your estate transitions effectively to your beneficiaries. We will look at the tax implications, insurance vehicles, and various aspects of your estate, and work with you to maximize the value you're transferring to your heirs.
Balancing risk, maximizing opportunities, and leveraging assets (including your time) are critical components of an effective strategic investment plan, so we will work with you to ensure your investments are tailored to your needs and risk-comfort while preventing any excessive tax liabilities. We have a wide range of products available to help you build a portfolio that matches your unique situation.
We work with multiple generations within the same client family (grandparents, children, grandchildren, etc) to ensure a sustainable plan is developed to help transition wealth from one generation to the next. Our goal is to do this as tax efficiently as possible.
We work with our clients to ensure they maintain their assets until they no longer require them, helping them find balance - we don't want you to run out of money or leave too much behind - it's your money, and you should be able to do what you want with it.We're also able to offer charitable giving and business succession strategies, so you can ensure your legacy continues.
We work with our clients to ensure they maintain their assets until they no longer require them, helping them find balance - we don't want you to run out of money or leave too much behind - it's your money, and you should be able to do what you want with it.We're also able to offer charitable giving and business succession strategies, so you can ensure your legacy continues.
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