Our 7 Pillar Approach
Puts every piece of your financial puzzle together as your life unfolds and your needs evolve.
Puts every piece of your financial puzzle together as your life unfolds and your needs evolve.
Are your family, lifestyle, and business adequately protected against critical financial events? These events can affect your finances, either now, or in the future and we help you prepare for such events so you can achieve your financial and lifestyle goals.
Tired of paying so much tax? Your personal tax is your #1 expense. Discover how you can take advantage of our custom-designed wealth enhancement structures that focus on minimizing tax and maximizing your wealth.
Do you have a clear picture of the income you are planning to spend in retirement? Are you on track? If you are like most successful entrepreneurs, you will never really retire. That is precisely why we are here - to guide you to find your GPS# so you can confidently transition to your work-optional lifestyle when the time is right for you.
Are you confident that you have the best investment strategy in place? Are your investment accounts structured for maximum efficiency from the standpoint of tax, risk, and performance? You can rely on our CanTrust Financial Wealth Team to develop your personalized strategy which integrates your goals, investment objectives, risk tolerance, time horizon, liquidity needs, asset allocation, and diversification.
Do you have a clear vision for your business succession? To whom? When? How much? It takes planning and it is never too soon to create the clarity you need for your most rewarding succession results.
What does your legacy look like? Do you have a clear plan? Our CanTrust Financial team of professionals will collaborate with you in managing your wealth so that your legacy is passed on in the way you desire, for leaving your legacy to your children, grandchildren, or valued charity.
How do you find the right solutions to deal with the many unanticipated situations that may arise for you and your family? Our team of professionals will work with you to prepare for what is ahead and will educate you through webinars, presentations, expert resources, and by answering questions to ensure that you can connect the dots between financial concerns and the strategic solutions that resolve them.
With more than 25 years of experience in managing group benefit plans for hundreds of companies, we understand how to eliminate expensive under-used benefits and incorporate new flexible features which improve coverage, so that your plan is an effective and cost-efficient solution for you, the employer.
Could the value of your existing plan be improved for both you and your employees? Whether you are a large multi-tiered organization with 1,000 employees, a small business operation with 10 or 20 employees, or somewhere in between, our advisors provide exceptional professional support.
Our expertise is in providing tailored solutions to achieve the most affordable and flexible benefits plan available for you and your staff. We will work with you to develop a plan that is financially sustainable and will enrich the value you provide for employees.
