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We offer our clients the opportunity to thoughtfully consider both current and future needs with ease, by working with our Wealth & Estate Planning Specialists. 

 

Developing a financial plan or an estate plan will help ensure that you have all the information and tools to make the right investment choices for you. At Wyder Morrissey Wealth Counsel, we want to help you build plans that take into account your current and future needs. Our Wealth & Estate Planning Specialists can assist in guiding you through a process that includes financial planning and charitable giving strategies to help ensure you make the most of your investments. 

 

Financial Planning

In our discovery meetings, we will gather information about your current status, and what you want to accomplish. We will then create a personalized plan to help you achieve your goals. With annual update meetings, we will provide an in-depth analysis of your current financial picture and discuss your plan and adjust if necessary. 

 

Charitable Giving

Charitable Giving is an integral part of your plan, allowing you to support initiatives that are important to you, while also helping to maximize tax-efficiency.

 

Education Planning

We can help you maximize your savings through tax-deferral strategies including an Registered Education Savings Plan (RESP). 

 

Estate Planning

We can help you to preserve your assets and ensure they are managed how you wish. We will work together to create a personalized estate plan. 

 

Retirement Planning

We will review your needs and goals and help build a retirement plan suited for you and your future. 

 

Business Succession Planning

With the right succession plan, you will be provided with the ability and tools to deal with any potential and unexpected roadblocks.

 

Corporate Planning

Corporate Planning involves creating both a short-term and long-term plan to improve the overall financial health of your business.

 

Group Benefits

With help from our partners, we can help find the best benefit plan for your employees, ensuring that you have a dedicated, industry-leading partner throughout the process.

 

Individual Pension Plans

An Individual Pension Plan (IPP) is a defined benefit pension plan built specifically for you, where you can make increasing contributions over time to fund a pre-determined retirement amount. IPPs can help you retire on your own terms, while also providing significant tax and estate planning benefits.

 

 

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