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  • 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

Why Time Matters

It is not uncommon for an individual or organization, such as a charity or community tennis club, to consult a financial planner or investment advisor regarding investment returns that can be gener

Financial Plans and Marriage Breakdown

Statistics show that about half of marriages end in divorce. Ed and Liz are ending theirs and are concerned about changes that will have to be made to their financial and estate plans. Some considerations, also in common-law relationships, are:

Life Insurance - The first thing that needs to be done is review beneficiary designations. If there are children, they may be the new beneficiaries. Trustees will be needed if they are minors. This affects both personal plans and group benefits. When one parent is responsible for child support payments, new life insurance may be needed to cover this obligation.

Retirement: The Promised Land or Crushing Boredom?

For years, you have been anticipating that last day at work. When it finally arrives, will it live up to your expectations?