Wealth management for success is about living the life you want to live, investing in your future, investing for your retirement, and creating a legacy for those who matter most in your life.
Wealth management is all about getting the big picture. Investing, taxes and retirement accounts can be confusing, so we provide you with financial clarity to ensure that your money is doing exactly what it needs to do for you. So it’s doing its job and generating wealth for you.
Our approach is simple; we focus on your short-term and long-term goals and risk tolerance. We start by learning about your financial goals and challenges – whether you want to focus on saving for a down payment on a house, buying an investment property, paying for your child’s education or retirement planning. Then, we work together with you to create a personalized investment strategy suitable for your risk tolerance, time horizon and other needs.
At Simplified Financial, we take a holistic investment approach.
At Simplified Financial, we take a holistic investment approach. We understand the impact that investing can have on your life. We review your investments, including your non-registered assets, Tax-Free Savings Account (TFSA), Registered Retirement Savings Plan (RRSP) and Registered Education Savings Plan (RESP). In addition, we introduce investment planning strategies that will help you secure your financial future.
Many business owners have the option of keeping their surplus funds in their corporation or withdrawing funds to place elsewhere. At Simplified Financial, we will review your situation and develop a strategy that combines asset allocation and tax planning so that you can maximize your growth over time. We work on your entire financial situation, which includes all your assets, liabilities, and current cash flows across various sources of income. Our mission is to grow your wealth, gain financial clarity and help you to ultimately build a solid financial foundation.
How Simplified Financial Can Help.
We know wealth management is about making a difference in your life. For us, it’s about building long-term relationships with our clients and delivering sound advice on their path to financial success. Once the strategy is in place, we’ll discuss how often we need to meet to ensure the plan continues to meet your goals.
We’re Here to Help You Succeed
You deserve the assurance of knowing that your investment is in good hands. At Simplified Financial, we will create a personalized portfolio tailored to your needs and goals. So, book a meeting today to get started!
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