-A +A
 
  • An Estate Plan...

    for protecting your legacy

  • Financial Strategies...

    for securing your future

  • A Careful Investment Plan...

    to minimize your risks

  • A Secure Retirement Plan...

    for all your tomorrows

  • An Education Plan...

    for all your dreams

  • An Insurance Plan...

    for all of life's unexpected events

Welcome

Definitive Wealth Management have provided world class solutions for their client’s by using the right tools and advice that their clients need to achieve financial independence and wealth preservation.The Definitive Wealth Management team works closely with other professionals in the areas of law, accounting, tax, real estate and others, to assist clients in developing plans to achieve their dreams. The team works with individuals, families, business owners and corporations to take care of all aspects of their financial needs.

We provide a broad range of financial services to individuals seeking to maximize their investment opportunities while controlling their risks and minimizing their taxes. We evaluate your current circumstances and identify your goals and objectives. We review spending habits and assist you to set priorities. We increase our clients’ peace of mind through the implementation of well-constructed and carefully considered financial plans

Through consistent effort, careful planning and an outstanding service commitment, Definitive Wealth Management has developed an excellent client base that is continually expanding through referrals from satisfied clients. If these are the types of services you are looking for - contact our office for more info.


Recent Articles

Federal Budget Impacts Investment Taxation

The recent Federal Budget included measures to close a favorable tax rule for investors in investment accounts or through corporations, trusts and holding companies, who have proposed rules to curb

Financial Future Worries?

If you are concerned about your future finances, you are certainly not alone as noted in a global survey of 19,000 adult in over 19 countries (including Canada).

Asset or a Liability?

Some years ago, Roy and Mary bought a cottage at the lake in their home province for about $50,000 and today it is worth about $750,000. Over the years, they have spent about $100,000 on improvements to the property and they kept all receipts to prove it. Roy and Mary, like many, think that it will be easy to pass the cottage on to their children and grandchildren. It may be far more costly than they think.

Roy and Mary mistakenly believed that they could simply gift the cottage to their children and postpone taxes on the gain. While the property can be gifted to a spouse or rolled over tax-free on death to the surviving spouse, when it transfers to children or grandchildren, taxes on the gain in value will be due.