The objective of our planning is to give you a sound foundation that will provide for you and your family well into your senior years. And, when the time comes, your estate will be a comprehensive plan designed to maximize benefits to your beneficiaries.
We help to take full advantage of the tax laws, and to supplement our services, we have a network of professionals who can offer accounting and legal representation for both Canada and the United States. Many of our clients find our global network is helpful as they find their work in Canada, the US and in other countries.
We are also licensed to deliver collaborative thinking for both investment strategy and their tax planning for US residents.
We work closely with you to assist with:
If you are just starting a business, getting married, starting a family, or finding yourself in retirement, we can assist in developing advanced planning strategies to protect your wealth through risk mitigation, legal structures or by transferring risk to insurance companies. We have access to the full range of insurance solutions from all the major carriers.
Finances are just a part of your plan. Your legacy is not about money; it is about reflecting your values and beliefs.
We can help you in writing your legacy letter expressing your values, your hopes and dreams, your love for your family, friends and community. Some further express themselves through their ethical will. Through this process, your charity(ies) are identified and a trust or foundation may be required to help provide funding to the various organizations.
*Services provided by Canaccord Genuity Wealth & Estate Planning Services Ltd.
Mindful of your current and future financial needs, as well as your desire to establish a financial legacy, we work to help you navigate the complexities of wealth transfer and integrate your vision into your estate plan.
We offer an initial consultation at no charge to discuss your current financial status and future goals.
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Adrienne Fung Wealth Management