Affluent Individuals & Families

Customized Strategies for Protecting and Growing Your Wealth

For many affluent individuals and families, wealth management is complicated.

Taking a holistic view of your total wealth situation

We can help you balance competing issues by developing a comprehensive wealth plan geared towards meeting both your personal and family objectives - ranging from income generation and capital growth to philanthropy and multi-generational wealth preservation.

With a wealth management plan customized to your needs, you can:

  • Structure a customized investment portfolio capable of addressing your current and future anticipated financial requirements.
  • Minimize the tax owing on your investment income.
  • Integrate your investments into an overall wealth plan that takes your tax, estate and insurance needs into account.
  • Generate income from your wealth without depleting your capital assets.
  • Grow your wealth over the long-term.
  • Delegate the management of your financial affairs to a team of knowledgeable experts.
  • Use your wealth to create a lasting family legacy.

Case Study - Providing for today while preserving for the future

THE STORY

An affluent family was concerned with protecting their inherited wealth through multiple generations, while leaving room for each member’s personal pursuits.

THE ISSUE

Once they began to allocate their wealth to satisfy all of their interests – from wealth preservation to philanthropy to everyday expenses – they realized that each member of the family had a different opinion. They needed someone with objectivity and expertise to guide them through to a solution that worked for everyone, including future generations.

THE SOLUTION

We provided realistic projections for living expenses and other costs, and then built a plan that accommodated the interests of the family. We also set aside a safe amount for investing, while ensuring growth and preservation, so the family could enjoy their lives without worrying about depleting their inheritance.

team-susan-latremoille

Susan Latremoille

MBA, FCSI, ICD.D, FEA

Director, Wealth Management, Wealth Advisor

CONTACT SUSAN


  • "IS YOUR WEALTH WORKING FOR YOU?"
  • "WHEN LIFE EVENTS HAPPEN, WHAT HAPPENS TO YOUR WEALTH?"
  • "ARE YOU GETTING THE RIGHT ADVICE?"

Offering Answers to the many aspects of wealth management.