Nathan Giesbrecht and Associates is a Private Wealth Management team with expertise in working with affluent Canadians, with a strong focus on helping them transform their financial future and achieve their personal-financial goals with our team's unique approach tailored towards the career journey of any affluent Canadians. Our team's expertise lies in holistic planning which includes the following:
- Retirement Planning/Estate Planning/Tax Planning
- Investment Planning/ Insurance Planning
- Intergenerational Wealth Transfer
Are you an Executive/Professional at the top of the corporate ladder and wondering when or how you will achieve your personal income and retirement goals? You spend long hours helping the company and projects become successful, but lose sight of your personal financial goals and portfolio. As a result, you unintentionally end up working more years than planned to before retirement, because you don't have a fully functional retirement plan in place. Have you thought about the following:
- assessed your portfolio to see how it would perform if we were to face
another market downturn such as the one from March 2021?
- when you can retire and how much savings you need to comfortably
maintain the lifestyle you achieved?
- if your company supports flexible investing in their sponsored retirement
plans? These are just some of the many questions that our team can help you plan for.