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Financial Planning

Figuring out how to invest on your own isn’t always easy.  Let’s get together for coffee and talk about how we can take your investments to the next level. As we develop a better understanding of your current financial position, we will 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. 

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Investment and Retirement Income Planning

Throughout life, your goals and priorities undergo many shifts. We understand this, and its why we believe investment planning is crucial at any life stage.

We'll 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

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Thrive wealth strategies

The Thrive Wealth Strategies team is committed to delivering a personalized wealth planning approach that aligns with your individual goals. Through a disciplined focus on investment management and protection planning, we craft solutions tailored to your financial life, encompassing your priorities, retirement, and legacy. With our expert guidance, you can confidently achieve your financial goals and secure the future you envision. 

Learn more about Thrive Wealth Strategies at thrivewealthstrategies.ca.

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QTRADE DIRECT INVESTING

We’ve partnered with Qtrade Direct Investing® to give you confidence to buy and sell stocks, bonds, ETFs, and mutual funds with low trading fees.  

  • Execute with ease on an award-winning trading platform. Qtrade has consistently been ranked Canada’s #1 online investing platform. 
  • Realize opportunity with industry-leading tools. Whatever your level of investment experience, build, evaluate, and test your portfolio with calculators, and tools like Portfolio Creator™, Portfolio Score™, and Portfolio Simulator™, which feature the industry’s most advanced risk analysis and portfolio-building technology 
  • Move forward with Canada’s best online trading support. You can count on Qtrade. Friendly and responsive client service. Online self-help. How-to videos. An extensive library of articles and learning resources. And more

Ready to make your money move? Build your financial future with our award-winning partner, Qtrade, by opening an account today. To get started you just need your government issued ID, social insurance number, investment e-statements, and details of your income, assets and net worth. 

 

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

 

Online brokerage services are offered through Qtrade Direct Investing, a division of Aviso Financial Inc.
Thrive Wealth Strategies Ltd. is a subsidiary of Thrive Wealth Management Ltd., offering financial planning, life insurance and investments to members of credit unions and their communities.

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.

 

Important information and disclaimer

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