HOW WE HELP

You’ve worked hard to build your foundation, now it’s time to empower you to live life on your terms and pave a path to get you there.

We can help.

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As we plan the pursuit of your financial success, we will work with you to understand your unique situation. We’ll integrate tax efficient strategies to grow your wealth, preserve capital or build your financial legacy to leave behind for future generations.

This begins with an analysis that considers the numerous pieces of your life and finances. The results provide us a strong foundation to work together on an action plan that evolves as life changes.

OUR SERVICES

Our fee-based advice model is a shift from the commission-based model, which can provide peace of mind in knowing your advisors’ goals are in line with yours. Since the fee-based model means a pro-rated monthly fee is charged based on your account size and asset type, this allows our experts to continuously monitor and grow your portfolio with an increased level of transparency.

Retirement Strategies

Succession Planning

Estate Planning

Tax Sheltered Investments

Tax Minimization Solutions

Charitable Giving

Wealth and Income Protection

Debt Management

Business Investment Solutions

HOW WE HELP

DISCOVERY

Review financial portfolio and investment goals
Discover tolerance for risk and market fluctuations
Provide customized recommendations on investment options and other financial strategies based on your goals

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STRATEGY

Build a portfolio designed to your financial goals and appropriate allocation of assets
Plan around retirement, education and other savings goals
Strategize tax efficient retirement income
Customize tax, estate, charitable giving and wealth protection planning

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MONEY MANAGEMENT

Monitor and re-balance ongoing portfolio
Access to world class professional money managers
Manage optional automatic contribution/ withdrawal strategy

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REPORT & REVIEW

Provide performance and annual consolidated tax reporting
Conduct regular in-person portfolio reviews
Access to secure consolidated view of your investments

ADDITIONAL WEALTH SERVICES

Access to the expertise of our broader wealth management team and products
Build business succession planning
Provide wealth management options for your family

LET'S TALK ABOUT YOUR WEALTH GOALS

Meet with an advisor, or send us a note and we'll get in touch with you.

Let's connect soon.

Our team of experts is here to help.

Envision Financial Wealth Management is a division of FW Wealth Management Ltd. which is a wholly owned subsidiary of First West Credit Union. FW Wealth Management Ltd. is a licensed life insurance agency offering financial planning, life insurance and investments. Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso financial Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.

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