What Does Your Future Look Like?

Client First Financial Services

An advisor who will sell products without insisting on a financial plan does not have your best interests at heart. A financial plan is the map that guides your financial journey. Without a map, you are guessing what direction to go in, how fast to travel, and where you will end up.

Once your financial map is generated, we work with you throughout your life to assure proper implementation and update the map as life events occur.

Financial Planning

Its important to look at investments beyond just the cost and rate of return. The type of account, timeline invested, and decumulation rate can have massive tax consequences that can totally wipe out all gains and bring you to a loss. A financial plan can bring comfort to knowing you are doing the right thing.

Net Worth Visualization

Net Income Visualization

Detailed Financial Breakdown

Core Services

• Investments

• Financial Planning

• Estate Planning

• Planning for Inheritance

Investment Products

• RRSP - Retirement Savings Plan

• TFSA - Tax Free Savings Account

• LIRA - Locked in Retirement Account

• RRIF - Retirement Income Fund

• RDSP - Disability Savings Plan

• FHSA - First Home Savings Account

• RESP - Educational Savings Plans

• Non Registered Investments

• Mutual Funds

• Segregated Funds

• GIC

• Annuities

It all starts with our core services, and then we use our primary products to get results.

Insurance Products

• Term Life Insurance

• Whole Life and Universal Insurance

• Disability Insurance

• Critical Illness Insurance

• Individual Health Plans

Contact Us Today

Fill out the form below to get in touch with our team of financial experts who are ready to help you with your wealth management needs. Most important thing is not what we can provide, but that we are compatible. It is a partnership after all.

Phone

Alberta : +1 587 333 3791

Email

info@mywealthpartner.ca

Ontario: +1 289 423 8081