Our first step in creating a sound financial plan for our clients is to ensure that we understand your personal and financial objectives and risk tolerance. We can then implement a detailed financial plan that integrates tax planning and risk management to your investment portfolio.
Calgary Financial Planning
As independent advisors, we have the freedom to source what we believe to be the best options for our clients. This also means that we don’t have senior executives pushing house products on us or our clients. We do not compromise on values and we always place the clients’ interests ahead of our own. Our mission is to provide our clients with a balanced position and all of the information required so you can make the most informed decision that best suits your financial position and future goals.
Quarry Wealth Management
Raintree Financial Solutions
Our Financial Planning Process
We know there is no one-size-fits-all approach to financial planning so when we construct your financial plan, we take into consideration your unique and personal mix of investment, insurance, tax and estate requirements.
Financial planning is more than product solutions and requires the input of your accountant and lawyer in order to create a suitable plan that incorporates your unique circumstances.
Creating and maintaining a sound financial plan involves a detailed review of your current financial situation and an in-depth understanding of your evolving needs.
Communication is a two-way street. Adapting your plan to incorporate lifestyle changes and economic events requires open dialogue.
We have found that most plans fail at the execution stage so having the experience and know-how to integrate all aspects of a plan is critically important.
Financial Planning for Business Owners
As a business owner, the majority of your wealth is likely directly tied to the business you have worked hard to grow. Naturally, your personal and business affairs tend to become a little more complicated. It is extremely important that your wealth is handled with the highest level of care and a well thought out strategy is in place to preserve capital over time.
Quarry Wealth Management is experienced in providing financial planning for business owners. We regularly work with Holding Companies, Family Trusts and can incorporate Individual Pension Plans, Group RRSPs and Health and Dental plans into solutions for our business clientele.