Services
Your Trusted Financial Advisor in Edmonton, AB – DeHaan Private Wealth
At DeHaan Private Wealth, we understand that financial decisions shape your future. Our financial advisors in Edmonton, AB, help you develop a clear, customized path to your financial goals with expert guidance, informed decision-making, and expertly managed risk. From planning your golden years to making the most of your investments, we’ll be there every step of the way.
Comprehensive Financial Planning Tailored to You
Our financial planners ask the right questions to understand your unique goals and challenges. Life is unpredictable, but your finances don't have to be. We partner with you to develop a nuanced plan that tackles your immediate needs while staying nimble enough to adapt to life's surprises. Take control of your financial destiny with our help - we'll show you how to create rock-solid retirement and estate plans that work together seamlessly.
Investment Planning and Advice
At DeHaan Private Wealth, we specialize in investment planning to help you make informed decisions and grow your wealth. With your financial goals and risk comfort level at the forefront, we construct strategies that put you first. Whether you're just starting or looking to fine-tune your portfolio, we ensure that your investments are working efficiently for you.
Expert Estate and Retirement Planning
Planning for the future involves more than just finances – it's about peace of mind. With our estate planning services, you'll have the peace of mind that comes with knowing your loved ones will be provided for and your hard-earned money will endure. With our retirement planning services, you'll feel empowered to leap into your golden years, secure in the knowledge that your finances are rock-solid.
Who We Serve
We are based in Edmonton; however, with advancements in technology it’s easier than ever to work with clients remotely. We work with clients all across Canada! Currently, we work with clients in the provinces of AB, BC, SK, ON, and PEI. We are always accepting new clients!
How We Serve
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Full financial planning – This is the cornerstone of our business and is provided for every client no matter how big or small. This is the foundation everything else is built upon.
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Investment Management
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Insurance and risk management
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Tax planning and review of current taxes
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Review of your current financial plan, statement and fees with you at no charge of obligation
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Education and advice – we are available for client phone calls and emails when questions arise about financial matters
How Build Your Financial Plan
We realize that every client financial situation is different and that is why we tailor your financial plan towards your own unique situation.
When creating your financial plan we follow a very specific process:
Identify your goals and objectives
Gather your financial information
Analyze your financial information
Develop the plan
Implement the plan
Monitor and initiate adjustments as needed
Your plan will focus on these specific areas and answer the following questions:
Retirement Planning
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Do I have enough money to retire?
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When can I retire?
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How do I withdraw my retirement assets in the most tax efficient way during retirement?
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Has my retirement plan been stress tested with a potential market crash occurring during my retirement years?
Investment Planning
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Are my assets invested in the right type of accounts for tax efficiency?
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Is my investment strategy taking into account what type of assets are in my spouse/common-law partner's name currently and during retirement?
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How do I start investing?
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What fees am I paying on my existing investments and what service am I receiving for those fees?
Estate & Insurance Planning
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How will my current assets be taxed on death?
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How can I protect my assets for the next generation?
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Will my dependents be OK in the event that I can no longer provide for them?
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Am I over or under insured right now?
Corporate Investment Assets
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How do I structure my corporate investments for tax efficiency?
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How do I redeem my corporate assets during retirement, while integrating them with my personal retirement income stream?
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How do I pass my corporate investments to the next generation?
Cash Flow Management
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Should I pay off my student loans, car loans, line of credit and mortgage faster or invest more?
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Should I be contributing more into Registered Retirement Saving Plan (RRSP), Tax Free Savings Account (TFSA), First Home Saving Account (FHSA) or Non-Registered accounts?
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Am I maximizing my possible tax deductions to get more in my pocket?