Wealth Management
Our Wealth Management services go beyond investment advice and money management to address a wide range of concerns related to both your financial and life goals. Minimum investment is $100,000 RRSP and/or $500,000 investable assets.
DEVELOPING A WRITTEN COMPREHENSIVE STRATEGIC WEALTH PLAN
Contemplating your future can de daunting - especially if you're thinking about the next 20 years or longer. We can help you clarify: What do you want to accomplish? Will all your needs be met? We create your written comprehensive strategic wealth plan through The Hesp Wealth Management Program.
DEFINING YOUR LEGACY
Ironically, the more wealth one accumulates, the more complicated life can become. Thoughtful planning can help ensure your wealth is a source of satisfaction and opportunity - for you and your family.
PREPARING THE NEXT GENERATION
Raising children with the skills, knowledge, and motivation to be financially independent is a complex task for any parent, but wealthy families face a unique set of challenges.
ENGAGING IN PHILANTHROPY
Charitable giving can be a source of immense personal satisfaction. The possibilities for "doing good" are limitless, yet it can be difficult to know where to begin or how to make the most of your charitable gifts.
MANAGING A FAMILY BUSINESS
There is an array of strategic alternatives, financing options, and liquidity events available to family business owners. How can you make the best decisions? What are the implications for the family legacy?
UNCOVERING TAX-PLANNING OPPORTUNITIES
Missed tax-savings opportunities can be costly. The challenge of minimizing taxes rests on deciphering the intricate tax code and developing appropriate strategies.
RISK MANAGEMENT
We understand that creating and effectively managing your wealth is just a part of the equation. It's also important to preserve it. Through the use if insurance strategies, we can help you preserve your wealth during your lifetime, and protect the value of your estate for your family and other beneficiaries.
