WEALTHdesigns.ca offers advice-only financial planning services as well as product consultation services. We are completely independent of any manufacturer and maintain a vast product shelf. This enables us to recommend solutions uniquely suited to each and every client.
Retirement & Estate Planning
- severance & inheritance planning
- retirement income planning
- business advisory & transition planning
- family harmony & succession planning
- philanthropy & legacy planning
- will & trust planning
Private Client
Our bundled wealth management service.
Individual & Group Benefits
- life, disability, critical illness & long term care insurance
- executive pensions & deferred compensation arrangements
- group benefit & savings plans
- health spending accounts & cost plus arrangements
- plan design, contract analysis, claims support & administration
Our Fees
WEALTHdesigns.ca offers both fee and commission-based arrangements and would be pleased to discuss these options as they relate to your specific needs. Initial consultations are complimentary.