Wealth Management
No matter your age or future goals, preparing for and achieving them starts with a plan.
Determining the best financial strategies to propel people towards their goals while ensuring a comfortable today is something the team at Intent Planning has been doing for decades.
There are a variety of financial vehicles available to you as an investor and determining the best one for you today while saving for tomorrow requires a seasoned professional to help you select and invest.
The team of professionals at Intent stays on top of product changes and development, financial strategies and government regulations in the Canadian financial market to provide recommendations and planning advice for your unique plan.
Developing the plan is the first step to achieving your financial goals..
Personal Insurance
People are always looking for ways to lower the level of risk they are exposed to, regardless of the situation. Intent Planning has years of experience doing a 360-degree financial risk assessment and determining long-term solutions to manage risks a portfolio or estate faces.
As part of a complete financial plan, the Intent team will identify and analyze potential and existing loss exposures and proposes solutions to minimize their impact.
Risks can come in many different forms. Effective use of insurance strategies can mitigate them and make sure your family is protected, should the need arise.
Estate Planning
Everybody has an estate they need to consider. They vary in size, but everyone has an estate. The cornerstone of an estate plan is a properly crafted will, making sure your intentions are clearly documented.
Intent Planning will work with you to define your intentions and develop a plan to make sure the elements are in place when the time comes. A well-crafted estate plan will make sure your financial intentions are implemented and carried out when you are unable to do so.
Estate plans can be as simple or complex as they need to be to make sure your loved ones and wishes are taken care of. The team at Intent will work with you to explore your intentions and the options available to make sure all contingencies are planned for and your estate is defined and in order.
Tax Planning
Accumulating wealth is one step in the journey to building your legacy. Tax planning is the step to help ensure your financial plan accomplishes all you want it to.
Determining the most tax efficient way to invest today and protect your investments at the time of disbursement takes careful planning and knowledgeable professionals. The team at Intent Planning is versed in the ever-changing Canadian tax legislation landscape.
Intent will help you make sure all your tax planning needs for today and your future are in place to make your financial plan as strong as it needs to be.