In addition, our proprietary money management process is designed specifically around the needs of lottery winners, professional athletes, and recipients of insurance settlements and large inheritances. We believe that success in wealth management goes beyond market returns, which is why we designed our SUDDEN WEALTH SYSTEMâ„¢ suite of money management tools.
While many practitioners in our industry focus solely on the money, we put people at the centre of all our financial plans. We work toward taking the stress and worry out of your financial affairs so that you are free to focus on the things that matter most in life. Let our professionals show you how we can help. Book a no-obligation, free consultation, or click on one of the icons above to learn more.
In The News…
Contingency Fees and WIP
By: Percy Pierre, CFP, CLU, CHS Budget 2017 proposed to eliminate the ability of certain designated professionals (i.e., taxpayers carrying on a business that is the professional practice of an accountant, dentist, lawyer, medical doctor, veterinarian or chiropractor)...
The Disability Tax Credit is the gateway to $90,000
By: Maria Campanella, M.Sc. The benefits of the Disability Tax Credit (DTC) go beyond just reducing last year's taxes. These savings could quadruple in a Registered Disability Savings Plan (RDSP), which is only available to those who are approved for the DTC. Yet, we...