A comprehensive financial plan includes investment planning for the future, in a tax effective way, while ensuring your wealth is properly transitioned to your beneficiaries with proper estate planning and insurance strategies. We deal with the leading providers of insurance*, accounting, and legal services. We will work with you to develop the best solutions in all areas of financial planning and risk management with your retirement in mind.
Protecting Your Family Wealth
Minimizing investment risk and taxes should be a key component to any financial plan. In additional to your investment and retirement plans we will integrate an analysis for Life Insurance*, Living Benefits (Disability Insurance, Critical Illness, Long Term Care, Health & Dental Plans), and Estate Planning with every customized financial plan.
Preserving Your Retirement
Keeping your investments in tax-effective solutions and ensuring you will not outlive your income are typical retirement planning concerns. We work with you to determine what level of savings you need to make in order to reach your goals.
Preserving Your Estate
Planning pays off. Having an estate plan can not only minimize the impact of probate taxes, but also cut down on inconveniences and disorganization when a loved one passes unexpectedly. We can help you determine which strategies will ensure your estate is managed and transferred to your beneficiaries to minimize the impact.
Protecting Your Business
We offer various financial tools for your small businesses and employees including key-person insurance*, group health benefits, group RRSP's, and pension plans.
Preserving Your Legacy
Whether you are interested in leaving an inheritance to your loved ones, or are interested in participating in a worthy charitable cause, we will help you identify the financial benefits of giving (tax deductions) while keeping you on track for your financial success.
If you need help with your retirement planning, please contact us today. Serving clients in White Rock, Surrey, and throughout the Metro Vancouver.
*Read our disclaimer about Insurance products and services offered through Belcher Wealth Management Inc.