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Investing to grow your Wealth

Growing wealth is as much about managing expenses as it is about investing. Every dollar of expense is one less dollar to invest. The same is true with taxes. Every dollar paid in tax, is one less dollar to invest. For this very reason we are always looking at ways for you to reduce expenses and save on taxes. One of our popular strategies is to invest your money for your future while giving your life insurance that is paid for with money that would normally go to the government in taxes.

Unlike most advisors, we find RRSP's are very often not the best investment for most people. RRSP's can work when used to your advantage. Our discovery process will build a strategy, so you will benefit and learn how to make RRSP's and TFSA's work for you.

Is your current advisor offering the best advice for you? What do you expect from an advisor? First you want someone to invest your money, stocks and bonds to get you a good return. This is where most advisor services stop. Second, and most importantly you also want advice on planning, wealth creation ideas, risk protection, tax planning, succession planning and retirement planning and calculating if RRSP's are your best option. We believe the person advising you in all the planning areas may not be the right person to invest your money and the best team to invest your money man not provide the right planning you need. This is why, we provide the right planning you need and want, while recommending the best investment team strategy to best manage your investments.

We will recommend one of our 3 proven investment strategies. Every day, we are always searching and updating new solutions for your money. Our first strategy is our Low Fee Program where we provide the innovative planning you need, and we work with an online team to manage your money. You have seen the commercials and they are true, "Retire 30% Wealthier" by paying lower fees. Our next strategy is our Capital Protection Strategy. This strategy provides capital and death benefit guarantees as well as offering creditor protection for your money. If you want your money invested with a guarantee you can't lose your money invested. You should explore how this may be just what you are looking for. Our third strategy is our 'Private Wealth Partner Program' for clients with a minimum $1 million dollars of investment. Our Private Wealth process includes special banking programs, tax and estate planning guidance from the top recognized tax lawyers and accountants in Canada and access to the best private wealth managers around the world. With all 3 of our strategies we will monitor your investments to make sure they are giving you the value, return and experience you are expecting.

Life insurance as an asset class. While most people think of life insurance as a cost, the wealthy across Canada are using life insurance in abundance as an investment. Our custom designed life insurance policy will grow your investment better than if you had invested the money without the life insurance. It is hard to believe but it is true, and the wealthy are taking advantage of it. The Life Insurance provides an investment that is guaranteed never to have a negative return. It can only go up in value. It will give you access to more money than if you just invested your money without the insurance. Plus, it creates a tax-free death benefit that can be used to pay your estate tax when you pass away.

Take the next step, call or email us today for a no obligation conversation.

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