Wealth Management

Wealth Management

Secure Your Future and Protect the People You Love Most

Managing your wealth means guaranteeing a comfortable retirement and making sure those you love will be taken care of.

Wealth Management Is Complex

Financial stability and wealth are attained from numerous sources: personal savings, retirement plans, investments, property ownership, and more. With wealth being built up from many different ways and locations, it can be complex to manage.

With FinanTech, our expert wealth management services will take the stress and strain off your back. You will have peace of mind knowing that your current wealth is being properly managed, will not only be sustained in value, but grow in the long-term.

Wealth Needs to Be Protected

Not managed properly, your hard worked for wealth can quickly decline in value. Situations constantly change, for example your wealth could be hit by unnecessarily high taxes or an investment choice may take a downturn.

The best protection for your wealth is to make sure that it stays under the watchful eye of an expert. That’s why you need choose the team of wealth management experts at FinanTech.

Your Wealth Is Unique

Each person’s accumulated wealth is different, and their wealth management requirements unique. At FinanTech we understand this, and we will tailor make a plan that meets your unique needs and achieves your ultimate goals.

FinanTech will always fully take the time to understand your situation before advising you on any wealth management solution. We will meet with you with no preconceptions or will try to shoehorn you into a solution. Your financial well-being will always be our top priority.

Retirement Planning

Our team will make sure that you are set up with a Registered Retirement Savings Plan (RRSP) and help you plan out your contributions within the context of your overall retirement planning and wealth management strategies.

Estate Planning

If you are creating or planning an estate, you need a team on your side to make sure the money goes where it should, and to whom it should. With our expert guidance you can be sure that your estate planning will be smooth and hassle free.

Investment Planning/Advice

Whether you want complete control of your investments and only need expert advice as and when necessary, or you want someone to directly manage your investments, the FinanTech team is here to provide you with the exact service you want.

Accumulation and Protection of Wealth

Let the highly experienced FinanTech team assist in planning how you accumulate and protect your wealth. We will work with you closely and be there every step of the way to ensure that your wealth is not only secure but grows in value too.

Distribution of Wealth

There will be a time to distribute your weather, whether during your life or after death. FinanTech can work to get all money exactly where you want it to go, minimizing tax burdens at every step.

Secure Your Future and Protect the People You Love Most