At Fox-Revett & Associates, our approach is centred around you.
We take the time to understand your unique financial goals, values, and aspirations, crafting a personalized plan to help you achieve them. Our process combines in-depth financial analysis, proactive tax and estate planning, and ongoing wealth management strategies to enhance and protect your retirement savings. Our solutions are informed by an enhanced team-based approach that draws on our team's decades of experience, as well as expertise and advice from our corporate accounting and legal specialists.
The old “three-legged stool” of retirement - a company pension, social security, and individual savings - is now teetering on one and a half legs. Having a personal retirement plan has never been more important.
Insurance is essential to protect any comprehensive financial plan. You’ve worked hard to plan for your future, we want to ensure you are protected and your plan is not derailed in the event of disability, critical illness, or unexpected death.
People spend a lifetime accumulating assets with the intention of passing them on to heirs or charitable beneficiaries. Without proper planning, a person’s death can create significant hardship and taxation for those for whom the estate was created.
Asset allocation involves choosing a mix of asset classes that align with your risk tolerance. Strategically investing across different asset classes with varying performance cycles, helps stabilize and maximize overall investment returns.
Our team prides itself on our experience and in-depth knowledge of strategies and solutions for families with a loved one living with a disability. From maximizing government support and resources, to proper estate planning to care for your loved one when you are no longer able to, we will help you consider all aspects of their care including how receiving an inheritance might impact that person’s other financial resources, such as social assistance benefits.
Download our free whitepaper to see how a Henson Trust and other considerations can help you build a proper estate plan to ensure your loved one is taken care of without paying more tax than necessary.
