Individual & Family Wealth Management & Protection

At Wyverstone, our intention is to assist our clients in the accumulation, preservation and distribution phases of wealth manegement by providing customized financial solutions and active investment management. Our core business principals of integrity, accountability and honesty are a direct reflection of our personal beliefs of respect, family, and faith. These values form our foundation in offering exceptional service personalized to each of our client’s individual needs.

We work with the prosperous individuals and businesses, emerging affluent, pre and post retirees and their family members to construct a highly personalized long-term plan to achieve their financial and personal goals. We want to know you personally and believe that it is essential to developing a relationship beyond wealth management.

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WEALTH MANAGEMENT & PERSONAL FINANCIAL PLANNING

Wyverstone’s integration of financial planning (Wyverstone Planning Group) and investment management (Industrial Alliance Securities Inc/Wyverstone Capital)  has resulted in shared expertise, greater service and a unique client experience. Our “one firm” approach ensures that all pieces of your wealth management plan are working together in a optimized manner. Our service options comprises the  fundamental areas of concern that clients address over the course of their lives:

 

INVESTMENT PLANNING & INVESTMENT MANAGEMENT  

We will continually determine your asset allocation needs, help you understand your risk tolerance, and recommend the appropriate investments vehicles to protect your wealth and reach your goals.

 

RETIREMENT PLANNING

Retirement is the time to savor the finer things, follow your inspirations or spend more quality time with the people important to you. We approach retirement planning from three fronts:  employer-sponsored plans, government programs, and individually-owned plans.

 

ESTATE PLANNING

With our deep understanding of your total financial situation, we will work to minimize income and estate taxes and help maximize the financial opportunities you provide to your heirs and chosen beneficiaries. Together we will enable you to leave behind the legacy you desire.

 

BUSINESS PLANNING

The majority of business owners have no succession plan.  We provide guidance to ease the financial and emotional stress of wealth tied up in your business by arranging formal succession planning.

 

TAX PLANNING

We leverage our associate’s tax preparation experience and financial advisor’s knowledge to ensure your wealth management plan is operating in the most tax-optimized manner possible.

 

INSURANCE PLANNING    

Protecting your finances from the unexpected, like death or disability, is vital to the long-term financial security to your family and/or your business.

 

EDUCATION PLANNING

Considering that education costs increase yearly, your children’s education—as well as you current and future lifestyles—depend on the wealth you build up now, it is important to regularly review your specific goals, and actively plan for education costs.

 

SPECIAL SITUATION

Planning for special situations, such as elder care, requires proficient wealth management programs to utilize insurance, investment and tax planning skills to create an effective solution.

Securities-related products and services are offered through Industrial Alliance Securities Inc. (IAS), member of the Canadian Investor Protection Fund (CIPF)  and the Investment Industry RegulatoryOrganization of Canada (IIROC).  Only services offered through IAS are covered by CIPF.

Insurance products and Financial Planning services are offered through Wyverstone Planning Group.

Industrial Alliance Securities is a distinct entity separate from Wyverstone Planning Group and services offered byWyverstone Planning Groupareoffered independently of IAS.