Please note that only Echelon Wealth Partners is a member of CIPF and regulated by IIROC; *Chevron Wealth Preservation is not regulated by IIROC nor is it protected under the CIPF

Financial Planning

 

​Financial Security is everyone's target. In order to view the big picture and differentiate your needs from your wants, all of the below strategic plans have to be considered and evaluated to define your goals, develop an action plan, implement, review and finally reap the reward. 

 

Strategic Planning - incorporates Money Management, Asset Management, Tax Planning, Retirement Planning Risk Management and Estate Planning.   

Financial strategies are basically set for the short and medium terms; while considering the long-term

goals and objectives which include, but are not limited to:

  • starting a family

  • buying your first car and home

  • planning for your kid(s) education 

  • potential critical illness

  • tax-minimization 

  • self-sufficiency during your retirement years

  • long-term care protection

  • estate and wealth transfer 

 

The Process

The planning process allows you to manage your financial situation efficiently. Together we will navigate through the different steps to:

Commitment 

Financial planning is a dynamic process that is constantly reassessed based on your economic needs. 

We all experience different life-events that affects our monetary situation. The financial planning process will provide a blueprint to help adapt to these changes. Regular reviews of our disciplined-process will help you take the necessary steps required to re-align your financial goals and plans should your current life situation changes.

To help you stay on track we offer a complimentary retirement assessment to help you 

get a visual of your full Financial Picture.

Financial Planning Disclaimer
Implementing a retirement, estate, and any other form of financial plan may consist of investing in securities (which may include mutual funds), insurance products (such as segregated funds) and other financial instruments. Prospective investors should always obtain a copy of the offering documents in respect of each
investment product (such as prospectus, information statement or folder, insurance contract, etc.), and read it carefully, including discussion of any risk factors, fees, expenses, terms, conditions and restrictions. Consult your personal tax and legal advisor before investing.