Forbes Wealth Management is a financial planning office comprised of Financial Advisors; Don Forbes CFP RFP CLU, Erik Forbes BA RFP, and Nathan Heppner BBA. Don has been in the industry for 33 years with his son Erik joining the business over 8 years ago and Nathan joining 3 years ago. With big-city expertise and a small-town mindset, our team values building strong and lasting connections with our clients and the community.
We get great fulfillment seeing our clients succeed and achieve their financial goals. Fully disclosed Fee-For-Service Investment Advisory services are provided by Don Forbes and Erik Forbes registered representatives of Aligned Capital Partners Inc. a member of the Investment Regulatory Organization of Canada and Canada Investor Protection Fund.
We get great fulfillment seeing our clients succeed and achieve their financial goals. Fully disclosed Fee-For-Service Investment Advisory services are provided by Don Forbes and Erik Forbes registered representatives of Aligned Capital Partners Inc. a member of the Investment Regulatory Organization of Canada and Canada Investor Protection Fund.
Services
Forbes Wealth Management traces its routes back to 1987 when it was founded by Don Forbes. Located in Carberry, Manitoba, a predominately farming community, Don saw a need for comprehensive financial planing, succession planning, and retirement advice for farm families. At Forbes Wealth Management our personal and professional integrity is of the utmost importance because we believe every healthy relationship is built on mutual trust and respect.
Forbes Wealth Management offers a variety of services to the public. We have something that will benefit you, no matter what part of life you are in. Our services include: Financial Planning, Retirement Planning, Succession Planning, Estate Tax Planning, Corporate Structuring, Wealth Management, and Insurance Planning.
From the client's perspective Wealth Management is simply the science of enhancing his or her financial situation, growing financial assets and financial capabilities. From the financial advisor's perspective, Wealth Management is the ability of an advisory team to deliver a full range of financial products, services, and advice to affluent clients who appreciate moving towards a emotionally and financially secured future.
Financial Planning is more than budgeting, saving, or having the perfect investment strategy. Planning is a process that sets you on a course toward achieving your personal goals, needs, and priorities through the proper management of your financial affairs. Canadians who engage in comprehensive financial planning report significantly higher levels of financial and emotional well-being than those who do limited planning or no planning at all.
Do you know what you will do with your business or farm if you become disabled, retire, or pass away unexpectedly? Succession planning is the process of identifying who is going to run your business, how they are going to assume control of it, and how you are to be compensated for your equity. Case studies will soon be available for you to read that might be helpful in understanding the concept and potential issues of which to be aware.
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