Services

When was the last time you reviewed your estate, investment, tax, and insurance affairs?

Most of us are just too busy working on today’s issues that we don’t take the time to properly plan for tomorrow. That’s why we use an Integrated Planning Service, It’s a simple, yet effective method to assist people to identify their financial priorities and stay on the right track. Could my wealth management strategies and financial solutions be of help to you? Let me show you the type of work I do and you can decide.
I’ll call you.

Larry Kleinmintz
Wealth Advisor

Wealth Management Services

The Wealthadvisor (Canada) Ltd. will help you decide what sort of investor you are – low risk, cautious, balanced or adventurous – and establish whether you want investment growth, income or perhaps a mix of both.

The research is done for you and, because we recognize everyone’s different, we can make our recommendations from a selection of investment options designed to meet your specific needs and help you achieve your overall financial goals.

Tax Efficient Strategies

It’s a good feeling, knowing that you’re building up a savings reserve. But there’s a chance you may be able to do more with it. The Wealthadvisor (Canada) Ltd. can work with you to ensure your savings are in the right place.

Through a combination of expert advice and the ability to introduce you to a specialist tax professional, we can check that you are taking advantage of applicable tax breaks. And if you’re just starting out, they can create a tailor-made plan to suit your situation and goals.

Critical Illiness Planning

Critical illness insurance provide you with an immediate source of funds at a critical time in your life.

Let’s talk about how a Critical Illness condition could affect your family or business, and how you can include critical illness insurance in your Financial Security Plan.