Comprehensive financial planning
When you have above-average financial assets, you also need an above-average financial plan.
Comprehensive financial planning
When you have above-average financial assets, you also need an above-average financial plan. With your family’s more complex financial situation, you have a wider range of concerns than the average Canadian family, such as coping with your higher tax burden, managing a larger investment portfolio, dealing with multiple properties, or addressing your philanthropic desires.
With a comprehensive financial plan, you can address these various concerns, and identify strategies to
protect and enhance your family’s wealth. This type of plan goes beyond the simple retirement savings and income projections provided by your standard financial plan. It encompasses all aspects of your financial affairs, including: cash and debt management; investment planning; tax, retirement and estate planning; and risk management.