Get Started

Financial Planning

To develop a better understanding of your current financial position, we approach your situation by planning around your specific wealth goals and dreams. This planning process considers items like: education savings plans, retirement goals, taxation and life expenses (current lifestyle), estate planning and overall wealth protection. 

Thrive
Thrive Feature
Thrive
Investment and Retirement Income Planning

Throughout life’s journey, your goals and priorities will undergo many shifts. We understand this evolution and it is why we believe investment planning is crucial at any life stage. We will look after your investments to ensure that it always aligns with your current priorities. 

  • Asset Allocation
  • Wealth Protection Analysis
  • Financial Planning and Advice
  • Assessing Risk Tolerance

Thrive Wealth Strategies - Wealth Protection Planning

The team of Wealth Protection Specialists focus on providing you the best protection solution for your unique lifestyle, goals and needs. The protection products will give you peace of mind by ensuring that you and your loved ones are protected in the case of an emergency or death. The Wealth Protection Specialists are also able to offer products to protect your financial security with regards to critical illness, disability and your most significant assets. 

  • Critical illness insurance
  • Whole life insurance
  • Universal life insurance
  • Disability insurance
  • Business and home insurance
Estate and Legacy Planning

We are here to help you plan and facilitate your estate and to allocate your wealth based on your legacy goals. We work closely with you and your family, as well as your lawyer and accountant, to assist with family inheritance, charitable giving and planning endowments. In doing so, we will ensure that your estate planning strategies are focused primarily on tax minimization within the inter-generational transfer of your wealth. 

 

Farm and Business Succession Planning

We can help you execute on an effective and successful transition from your business, whether you are transferring ownership within your family or outside. Our unique approach to succession planning encompasses your personal and business situation, and is part of a complete financial strategy. We will work with your team of lawyers and accountants to ensure your legacy is protected.

 

Important information and disclaimer

“Our mission is to enable our clients to improve their financial security and achieve their wealth goals and dreams.”