Personalized Strategies. Lasting Confidence.
At Fox-Revett & Associates, our approach is centred around you. We believe that great planning starts with understanding what matters most to you. Your values, goals, and vision for the future guide everything we do.
Our financial planning process is designed to be deeply personal and adaptable, evolving as your life and goals change. We develop retirement income strategies that support your lifestyle with confidence and sustainability. Our tax and estate planning services are built to help you preserve more of what you’ve earned and pass it on efficiently. Risk management solutions are integrated to protect your wealth from the unexpected. And for families planning across generations, we offer thoughtful guidance to ensure a smooth and meaningful transfer of wealth. 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.
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No matter where you are, what you’re doing, or what time of day, you’ll always be able to access and monitor your plan.
At Fox-Revett & Associates Private Wealth Management, we believe that great planning starts with understanding what matters most to you.
