Creating wealth is a shared goal for many Canadians, protecting wealth and transferring wealth tax efficiently is another goal that is arguably just as important as creating it. This can be difficult without the right team of advisors working collaboratively for you
and that's where Core Wealth Solutions comes in. We provide an integrated wealth management approach tailoring solutions for your unique situation. In this article we'll explore why an integrated wealth management strategy is essential for maximizing and preserving your wealth.
Wealth Planning
At Core, a comprehensive integrated wealth management plan is essential for our clients to achieve their financial goals. That's why our professionals, including Certified Financial Planners®, Chartered Life Underwriters®, Chartered Financial Analysts (CFAs), Accountants & Tax lawyers work together to provide a full range of wealth planning solutions appropriate for each client’s unique situation. In addition to Core’s multi disciplined approach our clients benefit from the independent investment institutions that Core works with who provide a suite of low-cost investment solutions tailored to help them reach their investment objectives. This collaborative approach has enabled Core to help successful businesses owners and professionals manage their wealth in a tax efficient and secure manner, giving our clients confidence in their wealth plan.
Investment Management
Core Wealth Solutions and its partners provide investment solutions designed to help you maximize your wealth by balancing risk and return, while minimizing tax. As a client you will receive.
An Investment Policy Statement tailored to your unique goals and objectives
Transparent reporting
Independent advice
Low fees
Insurance Planning
Insurance should be a part of everyone’s financial plan to protect your loved ones. In addition, insurance can be implemented as part of an overall estate and tax planning strategy to accumulate and transfer wealth on a tax-free basis. This is particularly attractive for owners of private corporations. As corporate life insurance specialists, we are skilled in designing and implementing insurance strategies for successful business owners and incorporated professionals helping them preserve their wealth.
Estate Planning
Estate planning is another critical aspect of wealth management. Core Wealth Solutions provides estate planning expertise and guidance to ensure your legacy and bequests can be carried out. The team at Core Wealth Solutions considers what you want to accomplish with your assets and estate when you pass on, evaluating your plan comprehensively in terms of succession plans with family or businesses, structure of ownership, distribution of assets and other essential details, providing results catered to your needs. When it comes to your estate plan we have the team to advise you in all areas.
Corporate Structure & Trust Review
Core Wealth Solutions and its professional network of Tax & Estate lawyers can provide a comprehensive review of your current corporate structure or Trust to ensure that your assets are structured in the most tax-efficient manner. Our extended team of Tax & Estate lawyers are experienced in.
Corporate reorganizations
Trust planning
Purchase and sale of Business
Tax planning strategies
Asset protection
Achieving your financial goals requires careful planning, strategic investing, thoughtful consideration of tax and estate planning, and effective risk management. Core Wealth Solutions acts as a quarterback to assist our client’s throughout the important stages of their lives such as wealth accumulation, Wealth transfer, and Wealth preservation.
Reach out to us today and receive your complimentary consultation.
Ph: 403-846-0139
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