Our Wealth Management Team is Here for You

Ready to start saving for the future? Already on your way and nearing retirement? 

Regardless of what stage of life you're at, please don't be put off by the term 'wealth'.

As your investment advisors, our Wealth Management Team can help you make the best decisions, and guide you through processes and life events.

Here are a few of the many ways we can help:

  1. With an investment plan to help ensure you have enough money in retirement

  2. With strategies for future large purchases such as a house, car or cabin

  3. In preparing funds for emergency planning

  4. Investing your money in a tax-efficient way to help minimize taxes

  5. Helping you understand current market events, and explain how they may impact your investments

  6. Setting up a plan to ensure your kids have enough saved for their post-secondary education

  7. Monitoring your portfolio and rebalancing as necessary based on your risk tolerances and investment objectives

  8. Adjusting to life events that change your financial circumstances and your financial plan

  9. Planning for an early retirement

  10. With estate planning and administration after the passing of a loved one

For information on the range of services and investment products we offer please click on the links on the left side of this page.

Fat Cat Youth Accounts