You work hard, save diligently and invest wisely in order to build a financial foundation and provide the best for your family and loved ones. But are your accumulated assets and wealth protected?
Our advisors offer a range of expertise including:
- Creating a comprehensive estate plan
- Reviewing your Wills & Power Of Attorney
- Developing short and long-term strategies for minimizing estate taxes and ensuring a smooth transition of wealth
Goals, Plan, Portfolio
Our GPP framework is designed to lead you to a secure and rewarding retirement. It’s not just about navigating financial markets: It’s about charting a course for your future that reflects your unique aspirations.
Goals:
Your Vision, Our Priority
Imagine your ideal retirement: Is it traveling the world? Starting a new venture? Supporting your
family? At TMFG, we begin with your dreams. We listen to what you envision for your golden years and turn those dreams into tangible financial goals.
Plan:
Crafting Your Custom Strategy
Goals without plans are just wishes. We translate your retirement goals into a comprehensive, actionable plan that addresses every aspect of your financial life. Think of us as your financial architects, designing a plan that supports your lifestyle and ambitions.
Portfolio:
Beyond Traditional Management
Managing your portfolio is crucial, but at TMFG, we go beyond traditional asset management. We integrate your goals and plans into a dynamic portfolio strategy that evolves with you.
Who can benefit from the Estate Planning service?
- Self-employed individuals
- Employed individuals
- Executives
- Business owners
- Professionals
Why choose us?
- Over 30 years of financial planning expertise
- Licensed individuals for complex estate tax planning strategies
- In-house tax professional (CPA)
- Intimate knowledge of all clients’ financial information (i.e. cashflow; net worth; insurance; estate distribution; etc.)
Financial Planning and Wealth Management
by Canada's Top Awarded Financial Advisors
In partnership with CI Assante Wealth Management Ltd. – one of the largest wealth management firms in Canada.
Google Reviews
What Our Clients Say About Us
We are thankful to have been clients for so many years, with no intention to move elsewhere. Highly recommended.
I highly recommend!
How to become a client
1
Discovery process
Meet us face to face or online, to see if we’re a good fit and discuss your goals.
2
Action plan
Review your custom-built financial plan and ask any questions and offer feedback.
3
Commitment
Discuss the implementation of your plan, sign paperwork and begin your journey towards financial success.
Request A Meeting
FAQ
Estate planning discussions should start when an individual starts accumulating assets.
A will is a tool that will be utilized in a proper estate plan.
Unnecessary delays and costs will occur if a proper will is not in place upon death.
By understanding your highest priorities for wealth distribution upon death, we can ensure the appropriate strategies and tools are utilized.
A will should be reviewed at least every 5 years or upon certain life events (i.e. birth of a child, marriage of a child, breakdown of marriage, death of persons involved, etc.).
There are 3 different sets of “taxes” to be paid upon death:
- Taxes on the deceased individual’s personal return
- Taxes on the estate’s return annually until it is closed
- Estate Administration Tax (aka probate fees) levied on the value of the estate upon the individual’s death
All assets that must be distributed according to the will are included in the estate value.
Financial Planning Advice from Canada's Top Financial Advisors
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