Wealth management for success is about living the life you want to live, investing in your future, investing for your retirement, and creating a legacy for those who matter most in your life.
Wealth management is all about getting the big picture. Investing, taxes and retirement accounts can be confusing, so we provide you with financial clarity to ensure that your money is doing exactly what it needs to do for you. So it’s doing its job and generating wealth for you.
Our approach is simple; we focus on your short-term and long-term goals and risk tolerance. We start by learning about your financial goals and challenges – whether you want to focus on saving for a down payment on a house, buying an investment property, paying for your child’s education or retirement planning. Then, we work together with you to create a personalized investment strategy suitable for your risk tolerance, time horizon and other needs.
At CBA Wealth, we take a holistic investment approach. We understand the impact that investing can have on your life. We review your investments, including your non-registered assets, Tax-Free Savings Account (TFSA), Registered Retirement Savings Plan (RRSP) and Registered Education Savings Plan (RESP). In addition, our team brings a knowledge base of different strategies unique to your needs.
Many incorporated professionals have the option of keeping their surplus funds in their corporation or withdrawing funds to place elsewhere. Our wealth management team will review your situation and develop a tailored strategy that combines asset allocation and tax planning so that you can maximize your potential for growth over time. We work on your entire financial situation, which includes all your assets, liabilities and current cash flows across various sources of income. Our mission is to facilitate better financial planning that helps you build wealth, control risk, stay the course and ultimately make the most of your money.
At CBA Wealth, wealth management is about making a difference. It’s about building long-term relationships with our clients and delivering sound advice on their path to financial success. Once the strategy is in place, we’ll discuss how often you want to be informed about your investments and the best way to provide you with updates and monitor their progress.
We’re Here to Help You Succeed
You deserve the assurance of knowing that your investment is in good hands. At CBA Wealth, we will create a personalized portfolio tailored to your needs and goals. So book a meeting today to get started!