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Wealth Management
Timeless Strategies Ensuring Every Generation Thrives
Edmonton Wealth Preserved (Your Family's Future, Secured Today)
Integrated wealth management aligns your investments, tax strategies, estate safeguards, and corporate planning, safeguarding and advancing your Edmonton family legacy with meticulous expertise.
Efficient portfolios from trusted leaders (RBC, Vanguard, Fidelity+) plus interest‑earning everyday banking through Manulife Bank, an Advantage Account that combines chequing + savings, pays 1.50% interest, and waives everyday transaction fees when you keep $1,000 in the account.
Three Pillars of Your Family's Enduring Wealth
Investment Growth
Efficient portfolios from 100+ providers such as, RBC, Vanguard, and Fidelity+ deliver sustainable compounding, building the foundation for generations ahead.
Tax & Estate Alignment
Strategic tax efficiency paired with ironclad estate safeguards ensure more of your wealth endures for your heirs.
Integrated Oversight
One trusted advisor coordinates it all, eliminating silos so your Edmonton legacy thrives seamlessly.
Discover Untapped Edmonton Wealth Potential
You feel that subtle tension, separate advisors splintering your focus, taxes nibbling at hard-earned gains, and estate plans fading into oversight amid Edmonton's relentless pace. Your business demands your energy, yet financial blind spots quietly undermine the security your family deserves.
Most Edmonton families we audit discover they're missing core optimizations:
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Wrong account types draining tax efficiency
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Uncoordinated withdrawal strategies
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Uninsured legacy liabilities
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Inefficient corporate structures
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Reactive cash flow decisions
Canadians aged 35-39 average just $15,594 in their TFSA, trillions in tax-free compounding left on the table (StatsCan). High-net-worth estates forfeit massive relief without GRE strategies for post-death losses. Cardinal Point Wealth, and that's just the opening act.
15% foreign taxes silently claim U.S. dividends in your TFSA, gone forever (CRA). Mutual funds ambush you with capital gains taxes even when unsold, while 2-3% MER fees devour 28% of lifetime returns (Morningstar). TFSA over-contributions trigger 1% monthly CRA penalties. Redemption fees chain you to poor performers. Banks quietly profit as your legacy stalls.
Your family's future deserves compounding advantage.
What If One Process Secured Your Wealth for Every Generation?
01
Discovery Call
Share your story and goals, we listen without pressure.
02
Complementary Legacy Audit
We analyze investments, taxes, estate, corporate, uncover opportunities.
03
Custom Blueprint Presentation
Your personalized roadmap for efficiency, protection, growth.
04
Seamless Transition
We handle transfers and paperwork with zero disruption.
05
Ongoing Stewardship
Quarterly reviews and proactive adjustments.
Why Edmonton's Families Choose Us for Legacy Preservation
While many advisors focus on individual products, we deliver fully integrated wealth alignment: investments, tax, estate, and corporate, all under one fiduciary relationship with zero commissions.
Edmonton Legacy Specialists:
Rooted locally, navigating Alberta taxes, energy volatility, family business transitions, backed by global leaders RBC/Vanguard/Fidelity+/Manulife.
Fiduciary First
Legally obligated to you alone. Transparent. [H3] Protect What You've Built
Schedule your Legacy Audit now to reveal tax savings and growth most advisors miss.
Edmonton entrepreneurs scaling energy, real estate, and professional services ($3M–$50M+ net worth).
Multi-generational families safeguarding wealth across decades.
Business owners unifying corporate + personal strategies.
Typical Client Outcomes:
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25-30% tax optimization in Year 1
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1-1.5% enhanced net returns through efficiencies
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100% smooth generation transitions
Holistic planning is what our clients value most.
What You Receive from Day One
Personalized Legacy Blueprint
(PDF + walkthrough)
Tax Optimization Roadmap
(3-5yr projections)
Efficient Portfolio Implementation
(100+ providers like RBC, Vanguard, Fidelity+)
Interest‑earning chequing + savings
(Manulife Advantage Account; free with $1K monthly balance)
Corporate Structure Review
(if applicable)
Quarterly Stewardship Reports + 24/7 portal access
(clear reporting, anytime visibility)
Lifetime Fiduciary Partnership
(proactive oversight as life evolves)
