financial PLANNING
WEALTH MANAGEMENT
We are your trusted partner in financial planning with a focus on intergenerational wealth and tax efficiency. Our comprehensive approach ensures the safeguarding and growth of your wealth across generations.
Comprehensive Financial Planning: I work with individuals, families and business owners across all stages of life — from those just beginning their careers to retirees. You and I will begin by pinpointing your goals and understanding your comfort with risk. By establishing where you are now and where you’d like to be, together we’ll build a financial road map to get you there. Key components of a financial plan include:
1. Cash Flow Planning
2. Investment Planning
3. Insurance and Risk Management
4. Tax Planning
5. Retirement Planning
6. Estate Planning
Tax-Efficient Investment Strategies: Leveraging the nuances of Canadian tax laws, we develop investment portfolios that minimize tax liabilities and maximize after-tax returns. This includes utilizing tax-advantaged accounts such as RRSPs (Registered Retirement Savings Plans) and TFSAs (Tax-Free Savings Accounts), as well as strategic asset allocation to optimize tax efficiency.
Intergenerational Wealth Transfer:
Our team assists clients in planning for the smooth transfer of wealth to future generations. This involves setting up trusts, creating detailed wills, and implementing estate planning techniques that reduce tax burdens and ensure that clients’ legacies are preserved and passed on according to their wishes. Our team also facilitate family meetings to educate and prepare heirs for future financial responsibilities.
COMMITTED TO SUCCESS
We value the partnership we have with our clients, our employees and our regulators. We see ourselves as partners and that approach has helped us become one of Canada’s leading independent investment dealers.
Ventum Financial Corp. is a licensed broker-dealer operating in all provinces and territories of Canada. We are proud members of the Canadian Investment Regulatory Organization and participate in the Canadian Investor Protection Fund. It is important to note that the content of our website is not intended, and should not be construed, as a solicitation of customers or business in any jurisdiction where we are not registered as a dealer in securities. Our commitment is to operate within the regulatory framework to ensure transparency, protection, and adherence to industry standards.
