"The best single piece of advice I could give to an individual today is to develop a plan with a planner they trust and stick to it."

Elden Wittmier

Our Services

  • Tax
    Strategies

  • Retirement
    Planning

  • Wealth
    Management

  • Estate
    Planning

  • Business
    Succession

  • Risk
    Management

  • Philanthropy
     

  • Investment
    Review

Tax Strategies

  • Are your investments tax efficient?
  • Do you want to keep more of what you make?
  • Would you like your estate to pay less tax?

Retirement Planning

  • Will I have enough money to retire?
  • How do I know if I'm on track?
  • Will I outlive my capital?
  • How do I protect my confidence?

Wealth Management

  • How do the wealthiest Canadians invest their money differently than others?
  • Do you really understand what you own in your investments?
  • Do you ever feel you should have made more progress at this stage of your life?

Estate Planning

  • What happens when I'm no longer here?
  • How do you want to help your family?
  • Are your wills planned for tax efficently?

Business Succession

  • How can I most effectively transition my business?
  • How will my family be affected?
  • Who can help me put a successsion plan in place?

Risk Management

  • What happens if I die prematurely? Will my family be alright?
  • What happens if I get sick, will I be alright?
  • Can I access my investments?

Philanthropy

  • What do I want my legacy to be?
  • Am I able to support my charities tax effectively?

Investment Review

  • Do you really know where your money is invested?
  • Are you taking advantage of the investment strategies used by the wealthy?
Advisors  |   Approach