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A CLEAR VISION
As a successful individual, you deserve personalized service, specialized information, and superior knowledge to help you effectively manage and protect your assets.
The foundation of Navigate Wealth Management is personalized attention to your unique situation. Our team of experienced, dedicated professionals focuses on meeting and exceeding your expectations.
EFFECTIVE INVESTMENT SOLUTIONS
We approach the creation of financial strategies by first gaining a thorough understanding of your needs and objectives. Asking relevant questions and actively listening, helps us clarify your personal goals and investment preferences.
Once you confirm your objectives, we apply further analysis to build a personal investment plan matching an asset mix and effective diversification that is right for you. Your comprehensive needs for tax minimization, performance, and risk reduction, and your requirements for liquidity, growth or income, are all considered. We clearly detail a specific recommended course of action, appropriate investment vehicles and how we will assist you in implementation.
PROTECTING YOUR WEALTH
As a business owner, professional or affluent individual, you need to protect your business and investments and you need up-to-date tax and estate planning knowledge. Our team, as well as our partners of tax and estate planning consultants through Canada Life, can provide you with the specialized information and services you need to create innovative, customized financial solutions. These professionals have extensive backgrounds in tax and estate planning, specializing in the role insurance plays in these areas.
PARTNERS IN SUCCESS
We are dedicated to your success and to providing you with knowledge, expertise, and support that will help you reach your financial security needs and goals. Navigate Wealth provides clients with regular communication and ongoing reviews, allowing you to best determine the need for periodic changes to your plan. We are always focused on successful strategies to meet your changing needs.
