The Services You Need
When you speak to a Financial Advisor with Latitude Wealth Management you can rest assured that we will listen to better understand your current financial situation, your goals, and your risk/return comfort level. Then, we deliver the financial advisory services you need.
Debt is a major problem for many Canadian families. It can be a source of tension and, in extreme cases, even divorce. We will give advice on managing debt and recommend proven strategies that help our clients get out of debt years sooner.
Insurance is one of the most important aspects of a well thought out Financial Plan. In case of injury, illness, or death, liabilities such as mortgage and car payments, living expenses, final expenses and childrens education must be considered. We look at several different factors to determine the exact need and type of insurance required.
Using this document as a guide, we proceed to develop a plan for you and your family that identifies the specific investment criteria and strategies we will utilize on your behalf based on our careful review of available investment options, taxation, costs, risk and of course, expected performance.