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Wealth Management

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What is Wealth Management?

Wealth management is the consultative process when an advisor and a client determine and work towards the client’s financial goals by using appropriate financial services.

Investment management, retirement and estate planning, insurance solutions, and tax planning are all components of wealth management. When all these aspects are working together it can help you reach your goals and enhance your family’s financial position.

Having a single individual or team providing you with the advice, products, and services that you require ensures that all the ‘pieces’ of your financial picture are considered continuously.

By trusting us with your family’s wealth management you will ensure that no opportunity is left unrealized and that the financial strategies we recommend work symbiotically.

Financial planning, Canada
Wealth Management

Why Work With A Certified Financial Planner?

A Certified Financial Planner is recognizable by the abbreviation CFP following their name. This designation indicates that the individual maintains internationally recognized standards of knowledge, skills, abilities and ethics in the financial planning industry.

A CFP is held to standards that ensure the client’s financial future will be handled by a qualified professional who will always put the client’s interest ahead of their own and shall do so with the care required of a fiduciary.

The CFP designation assures competence in financial planning through extensive education, a rigorous standardized national examination process, comprehensive continuing education requirements and accountability to the Financial Planning Standards Council code of ethics, practice standards, and the rules and regulations of their professional body.

 

Both Harry Perler and David Olejnik hold a CFP designation.