Wealth Management

Optimizing your income and building wealth

At Beyond Wealth our passion is to help you optimize the wealth of your family and build a confident future. Our top priority is to help you identify your wealth goals and bring clarity to your financial needs and plans. Our team of financial experts is here to help navigate you through the various financial phases of your career and life while remaining focused on your goals.

An intelligent process

At the core of everything we do is our proprietary business model called Wealth Optimization. This model helps you focus on the issues, solutions and results that will best serve you.

The four-step process is:

  • Discovery: Identify values and goals = Clarity
  • Solutions: Develop possible solutions = Decisions
  • Implement: Deploy strategies = Results
  • Management: Manage desired results = Confidence

Through this model we focus on developing long-term relationships with clients rather than simply selling product.

Our expertise

The team at Beyond Wealth brings an incredible amount of financial experience and wisdom to help you achieve your wealth goals. We have worked with professionals across Canada and understand the solutions are not the same for every person. We pride ourselves in working to develop a fit for your specific situation.

We recognize that your income is sensitive to tax. That’s why we focus on providing tax efficient solutions to ensure savings are maximized and your goals are most effectively attained.

Our financial experts can help with this area as well as many others:

  • Asset Management
  • Strategic Asset Allocation
  • High Net Worth Specialization
  • Income Planning and Projections
  • Risk Analysis
  • Estate Planning
  • Education Funding
  • Retirement Planning
  • Disability Security
  • Financial Security Solutions