BUSINESS OWNERS & PROFESSIONALS
Whether it is a corporate re-organization, merger, acquisition, new partnership or partnership dissolution, it is likely we have first-hand experience.We expect that you are an expert in your business...
SUSTAINABLE RETIREMENT INCOME
Regardless of their level of wealth, our clients have a common concern. They worry that they may not have enough to live the life they want without fearing that they may outlive their money...
INVESTMENT SERVICES
FWM has partnered with Worldsource Financial Management Inc. to give access to the investment services needed to implement our plans. WFM provides us with access to Private Client Investment...
INSURANCE & RISK MANAGEMENT
Nobody really likes to think about bad things happening, but they do. We believe that a proper risk management strategy should be our first planning priority where insurance may be a valuable part...
TAX & ESTATE PLANNING
For most Canadians, taxation is a pervasive element in their overall financial plan. It affects virtually all areas of our financial lives and can be a crucial factor in achieving our financial goals. We work with clients...
LEGACY PLANNING
What will we really be remembered for? The amount of money we leave behind doesn’t matter unless the message left is what we would have wanted. The thing about a legacy is that it doesn’t just happen...
GROUP (Employee) BENEFITS
In addition, we also provide our clients’ access to the alternative benefits market to ensure the best value is received for their benefit dollars. Our approach has provided consistency and cost stability to our clients...
HEALTH SPENDING ACCOUNTS (HSAs)
A Health Spending Account is a tax deductible bank account for your healthcare needs ... allowing you the freedom to spend as it suits your lifestyle. Your business makes personal deposits to your personal HSA...