PROVEN Wealth Advice
WEALTH MANAGEMENT
Our comprehensive approach for business owners, young professionals and retirees ensures the safeguarding and growth of your wealth across generations.
- A business owner looking for strategies on how exit or pass everything to the next generation?
- A retiree wanting to optimize your portfolio in the most tax efficient way or look at charitable giving?
- A retiree wanting to create a cashflow plan?
- Thinking about retirement and don’t know where to start?
- A young professional wanting advice?
Our clients have a net worth of $1-$20M and want help putting a plan in place for their wealth.
Here are our Seeding Process checklists to help you and your family:
are you...
Checklist #1
Your FAMILY Profile
Create a profile by documenting roles, financials, and management plans to guide succession planning.
Checklist #2
Your FAMILY FUTURE
Clarify owner and successor intentions, values, and management roles for a smooth succession.
Checklist #3
Your SUCCESSION ROADMAP
Develop a communication plan, address risks, and establish an operating agreement for successful retirement options.
HOW WE COLLABORATE WITH YOU
We will work with your network of professionals (accountant, lawyer etc.) to help you in seven different areas:
- Investment Portfolio
- Tax Planning
- Cashflow Planning
- Estate Planning
- Life Insurance
- Risk Management
- Debt Consultation
We create clients a personalized
Seeding Plan
with our and your group of professionals. No two plans are alike.
Your Goals Written Down
Do you know the probability of success of reaching all your goals? We have our Goals & Clarity Planning conversation with clients.
Your Estate Binder
Do you and/or your spouse have an updated Will, Power of Attorney, and Healthcare Directive? If you were to pass away, would your spouse know where all your legal, financial, and insurance documents are located?
Our team will create an Estate Binder with you that puts all your important documents in one place.
Your Personalized Portfolio
Do you have an independent plan made for your investment portfolio that is optimized and tax efficient? Our Portfolio Managers have over two decades of experiences managing portfolios.
At the end of our Seeding Process you will have clearly mapped out on paper where you are now, where do you want to be, and how you will get there.
Testimonials
”Adam has a positive attitude and is patient with us. He is engaging with his clients and takes time to explain things so as we can understand and feel at ease. He is knowable and has his hand on the pulse of the market.”
Ken and Valerie from Saskatchewan
”Too Adam, we are not just a client number, we are real people with different financial aspirations. He has helped us with a complete financial package and always keeps in touch.”
Iris and David from Saskatchewan
”Adam was excellent at tailoring our investment portfolio to our future plans and our risk comfort level. He also put together a plan for our son, based on his very different needs. We all review the plan periodically and adjust as necessary. We would highly recommend Adam.”
Arla and Brian from Alberta
”Adam’s financial knowledge is awesome, and he developed a portfolio that matched our financial plan. He keeps us up to date, always on top of everything, and always available.”
Kim and Patricia from Saskatchewan
