Sometimes people feel misunderstood and uncomfortable with their present estate planning. Perhaps they haven’t been asked the right questions. Perhaps they haven't been given appropriate guidance in finding the right answers.
At The Wealth Advisory we seek to understand what our clients value, not just the value of what they own. Many clients of The Wealth Advisory (and their existing advisors) have found great benefit in the Personal Mission Profile™. This ensures clarity for all members of the advisory team and serves as a blueprint for future action.
The Wealth Advisory is proud to use the exclusive estate planning tools developed by the Legacy Companies LLC.
Understanding Our Clients
Are You Trapped in Eternal Planning?
The Personal Mission Profile™
Colin Brown Insurance Services Ltd
Our Advisory Council
Dealing with Vacation Homes in the United States
Goodbye to Single-Purpose Corporations
Effective January 1, 2005, the Canada Revenue Agency (the “CRA”) has reversed its long-standing...