My Personal Wealth Management team focuses on the areas of investment strategies and unique tax and estate planning strategies for professionals, high net worth and ultra-high net worth individuals and their families.
The foundation of my business is based on establishing successful relationships and exceptional client service. With a practice comprised predominantly of high net worth families, I have a concentrated focus on this exclusive group that allows me and my team to have an unparalleled understanding of the investment, tax, and risk management strategies required to create a successful wealth plan for each client.
Tax planning and tax minimization are key components of the financial plan for many clients. As part of an integrated and comprehensive wealth plan, we explore strategies to create a unique and successful wealth program tailored to each client.
Create opportunities for withdrawing from your corporation
Create valuable tax savings investing outside of RRSPs
Family wealth approach to your finances
Estate Planning: Transition wealth in a tax efficient manner
Discipline portfolio structure for the current market
Creating a tax efficient pension plan while limiting market risk
Generate guaranteed income for life
Inter-generational transfers of wealth
Using family trusts
We take a truly unique approach to wealth management—one that could prove extremely beneficial to you.
2017 Year in Review
2017 Financial Review presented by Tony Elavia, Mackenzie Investments, covering the top trending themes of the year
Helping one another grow in their careers is part of our culture. From ongoing comprehensive training, office leadership and the Investors Group specialist planning network, to advanced financial planning and marketing support, the right tools and people are here to help you and clients succeed.
At Investors Group, your earnings potential is based on the hard work and drive that you put into the comprehensive financial plans that you provide to Canadians. Enjoy an income potential that is as unlimited as the success of your business.
With Investors Group, you’ll have access to several programs where you’ll receive support for community involvement, allowing you to make a bigger difference in your community.
Enjoy the flexibility and independence of running your own business. Achieve your ideal work-life balance by setting your schedule around your life.
Ready for a change? Meet with us to find out if a career as a financial advisor is the right choice for you.
Teach your kids about money
Money and Youth: A Guide to Financial Literacy, is the perfect tool to help teach your kids the basics about money.