If you are motivated financially, have excellent cash flow, and your liquid net worth is between $250,000 and $1,000,000 this program is for you! You can be single or a family looking to aggressively take your financial plan further.
This program will take your financial success to the next level, and Ardent Wealth is going to be with you every step of the way. Financially, you own your home (or soon will), you have maxed out your RRSP’s and you are focused on accumulating wealth. You have been planning for retirement with focus and drive for many years, and now the pieces of your financial puzzle are coming together. We will help you stay on track and keep your tax bill low – all while maintaining your goals. With this plan, your retirement goals are on track – and we are going to be there to provide support and tools for your financial success.
This program includes:
- Retirement Planning – making sure that your road map of life is taking you where you want to go. We recommend strategies for the future, and help you prepare for those strategies.
- Investment Planning – we help you with your current portfolio and make sure your objectives are matching your goals.
- Education Planning – we take you through the steps to determine what money you will need to pay for your children’s education. We take into consideration everything from your current income to the rising cost of education to create a custom plan for you and your family.
- Insurance Plan – this includes accident insurance, unexpected death, and wealth protection. We review your current insurance plan and make sure that you have the right amount and type of insurance.
- Tax Plan – we ensure that you are paying the least amount of income tax required by law, and this is done accurately and efficiently through our relationships with accountants.