Wealth Management London Ontario

Wealth management refers to providing a combined suite of services under one umbrella, with a single fee, that is managed by an individual wealth manager.

Wealth management encompasses all aspects of your personal financial situation: financial and investment advice, tax services, retirement planning and estate planning are among the top services provided by wealth managers.

Wealth Management or Financial Advice?

This is a common question people ask when trying to determine what services they need. Do they merely need some financial planning support, or should they opt for the full suite of wealth management tools offered to them?

Well, the answer depends on your situation. Since financial planning is one aspect of wealth management, do you feel that you will receive enough benefit from this single activity? Or do you require a more holistic approach, where a wealth manager can analyze your entire financial portfolio and help you optimize it as much as possible.

A truly effective wealth manager in London Ontario can do that: Assemble all your financial information, analyze it at both a higher level, and an individual service level, to determine what is the best course of action for you and your money.

Wealth management can save you money every year by lowering your tax bill, while also ensuring your family is taken care of (via a will and estate planning) in the event of your passing. It can help establish you a comfortable retirement as well.

Contact our office in London Ontario if you have any questions about wealth management.