The Value of Advice
Markets are continually changing and understanding how or if it affects you can be overwhelming. That’s why the value of financial advice is more important now than ever before. We aim to help simplify your choices, giving you added confidence in your financial decisions.
Make Informed Decisions
You don't need to be a financial expert to make informed financial choices -- your advisors at Wyngaert Wealth Essentials can help. See how we do investing differently.
What to expect from our initial meetings
1) The first meeting is when we get to know each other.
To get the most out of our relationship you have to understand that this is a long term commitment on both sides. We want to be there for the long term to see the successful results of our journey together. This makes us accountable. This is why it is so important that we are comfortable with each other. If we mutually decide that we should continue working together we move forward to the next step.
2) Second Step – Collecting Information
The next step takes place in the first or second meeting. We will collect all of your financial information such as: your goals, time frame, current investments (including rental properties and other businesses), mortgage information, Last Will, other debts, insurance policies, latest income tax return, and notice of assessment from the Federal government.
3) The Plan – Compiling the data
We will schedule our next meeting for a future date to give us the time to go over all of your information. After anayzing your situations we will give you my recommendations in writing. We may require additional meetings, before putting a complete action plan in place, depending on the complexity of your financial situation and your estate planning needs.
Your action plan will be monitored and evaluated at least once per year. Life is full of good and bad surprises; We may need to make adjustments along the way. We will work as a team to get over the hurtles and keep your financial goals in reach!
Our Service Offering
Complete Personal and Corporate Financial Services
- Retirement Planning
- Family Protection (in case of death or disability)
- Mortgage Planning (upon referral)
- Education Planning
- Charitable Bequests
- Estate Planning
- Tax Planning
- Capital Needs Analysis
- Wealth Accumulation and Management
- R.R.S.P. Loans
- Leveraged Investment
- Buy and Sell Funding
- Key Man Insurance
- Collateral Financing
- Pension Planning For Officers of the Company
- Employee Benefits
- Income Splitting Opportunities
- Estate Planning (effective transfer of wealth)
- Business Continuity Planning
Products That Bring it all Together:
- A wide range of investment products and broker services- Mutual Funds, Stocks, Bonds, GICs and banking services
- Insurance - Life, Disability, Critical Care, health, and travel.
- Segregated Funds and Annuities.
- Competitive Mortgages.
Recommendations are only given after a thorough analysis of a client’s current situation and objectives. All recommendations are made in writing for quality control and full disclosure. Once a plan is implemented regular reviews are made to keep up to date and on track.