FINANCIAL SERVICES
OUR SERVICES
Comprehensive financial solutions tailored to your goals.
Guiding your journey to wealth, security, and peace of mind.
Wealth Management
Our wealth management services are designed to help you grow, preserve, and optimize your assets throughout every stage of life. We take a personalized approach, aligning your investments, retirement plans, and financial goals with a strategy that works for you.
Whether you're building wealth, planning for retirement, or ensuring a legacy for future generations, we provide expert guidance and ongoing support to keep you on track.
Retirement Planning
As retirement approaches, the focus shifts from building wealth to creating a stable income for life. After years of hard work, ensuring your assets sustain your lifestyle and meet key goals is essential:
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Lifelong income for you and your spouse
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Capital protection
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Tax minimization
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A clear estate plan for distribution
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Maximizing your estate’s value for your family
For business owners, planning the sale or transfer of your business is a vital part of this process. At Wealth Innovations Inc., we’re here to guide you in building a secure and comfortable retirement.
Investment Strategies
A strong investment strategy is the foundation for long-term financial success. Whether you’re saving for retirement, a major milestone, or simply growing your wealth, the right plan helps you achieve your goals while minimizing risks.
Key components of a Canadian-focused strategy include:
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RRSPs (Registered Retirement Savings Plans): Tax-deferred growth to maximize retirement savings.
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TFSAs (Tax-Free Savings Accounts): Tax-free growth and withdrawals for flexible financial planning.
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RESPs (Registered Education Savings Plans): Savings plans designed for your children’s education with government grants to boost contributions.
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Non-registered investments: Ideal for supplementary income or savings beyond registered limits.
Our approach considers your financial goals, risk tolerance, and time horizon. At Wealth Innovations Inc., we design personalized strategies to grow and protect your wealth while staying aligned with your life plans. Let’s ensure your investments are working as hard as you do.
Tax & Estate Planning
Estate planning ensures your assets are transferred efficiently and tax-effectively. A solid will outlines asset distribution and minimizes taxes, preserving more for your beneficiaries. Without a plan, taxes on your estate can significantly reduce what’s left for loved ones.
Strategies like trusts, charitable donations, insurance, and joint ownership help reduce taxes and avoid probate fees. While planning for the future can feel overwhelming, it brings peace of mind and secures your family’s financial future.
At Wealth Innovations Inc., we create estate plans tailored to your needs, protecting your legacy for those you care about most.
