Personal Wealth Management
We consider each client to be a unique individual who appreciates close personal attention to their investment portfolio's. Below are some of our specific services with links to more information on each of them.
We help our clients take the things in life they value most and convert those dreams and goals into a financial plan. We work with our clients to help create savings and investment strategies that will achieve long-term goals in their lives.
We save our clients time by ensuring they have professional money management in place so they don’t have to worry about day-to-day market issues. We gain an understanding of where our clients are in their lives and then look at various ways we can make their money work for them to make their lives better. This allows each client to focus on their own personal lives and legacies.
We help clients plan for and execute their retirements. Careful financial planning can help you achieve your goals to live out the retirement lifestyle you want.
Noah Belcher’s team can also work with you on retirement planning in conjunction with estate planning and tax strategies to give you the security and growth you require.
We can help with estate planning by itself or as part of a larger retirement planning strategy.
We specialize in helping clients with complex financial profiles plan for their estates while building wealth and minimizing taxes.
We structure your investments in a tax efficient manner so that you can enjoy your life and grow your wealth effectively.
Some of these tax strategies include RRSP contributions, charitable donations, and flow through shares.
We have a full range of solutions for every clients insurance needs. We will work with you to find the right product and customize your plan to help minimize your risk.
Our services cover everything from business insurance to business investment accounts. We work with many business owners, entrepreneurs, and corporations, and welcome new inquiries.
Listed below are some of the business solutions we can help you with.
- Individual Pension Plans
- Corporate Investments and Wealth Strategies
- Group RRSP's
- Employee Benefit Plans
- Defined Benefit Pensions
- Defined Contribution Pensions
- Key Person Insurance
- Partnership Buy/Sell Shareholder Insurance
- Business Succession Planning
- Family Succession Planning
Here are some of the different types of investment accounts that we manage and have available for our clients.
- CDN. CASH
- U.S. CASH
- CDN. MARGIN
- U.S. MARGIN
- CDN. SHORT
- U.S. SHORT
- CDN. TFSA
- U.S. TFSA
- Spousal RRSP
- Individual RESP
- Family RESP
- Spousal RIF
- Locked RSP
Please don’t hesitate to contact us if you would like to speak with Noah Belcher about any of the investment accounts or financial services that we offer.