Growing Your Wealth

Author: Mock Webware |

Personal Financial Management Langley

  • Have you had a comprehensive financial plan prepared or updated within the past five years?
  • Do you know your current asset allocation and your risk tolerance?
  • Do you know the rate of return you’re earning on assets after fees?
  • Do you know how much capital you will require to meet your retirement goals?
  • Have you reviewed the tax efficiency of your compensation structure?
  • Are you income-splitting as effectively as you can to reduce taxes?
  • Have you calculated the additional tax credits with an IPP vs an RRSP?
  • Are you spending too much time and money on the preparation of investment tax returns?

Creating and maintaining a sound financial plan involves a detailed review of your entire financial picture and proactive recognition of your evolving needs.

At Westgroup Financial Management, we believe the ability to build wealth is a result of diligent implementation of this comprehensive plan in combination with identifying wealth building efficiencies and opportunities.