Financial Wealth Management: Leading Wealth Management Advisors

By: Devries  09-12-2011
Keywords: Financial Planning

Devries Financial Group knows that it can be difficult to stay on top of your financial affairs. Your essential personal and corporate documents can create a mountain of paper. We have the solution!

Your Financial Library is our hallmark service offered exclusively for our clients.

Your Financial Library is a quality, leather-bound binder that bookmarks all aspects of your financial planning. All in one place. Organized. Updated regularly. Use the binder to get an instant reading on how we are doing to achieve your financial goals. You will even receive a flash drive version for your convenience.

Think of Your Financial Library as your life roadmap. It shows how prepared you are today, your goals for the future, and outlines how we’re going to get there. Your investment statements, insurance policies, will, power of attorney, corporate documents and any other facts that are relevant to your complete financial planning are all within this binder. Simple. Empowering.

No other company offers you this level of detailed, integrated approach to managing your finances. What used to be your paper nightmare just became your peace of mind.

Keywords: Financial Planning

Other products and services from Devries


Business Exit Strategies Canada – Devries Financial Group

Have you structured your planning to potentially allow for tax planning, which will include accessing the lifetime capital gains exemption from other family members. If you own a business or have a professional practice, a significant part of your planning will include preparing for the eventual transfer or sale of the business.


Retirement Income Planning Canada – Devries Financial Group

Finally, if you own a business or have a professional practice, a significant part of your retirement planning will also include planning for the transfer or sale of the business. As you enter the twilight of your career, or perhaps you have already reached retirement, you reflect on how the time has passed so quickly.


Wealth Accumulation & Protection Solutions Mid Career

Other top financial priorities, aside from maintaining the lifestyle you have become accustomed to, most likely include planning for your children's education and your eventual retirement. Have you actually developed a financial plan which clearly defines your goals and objectives with respect to wealth accumulation and retirement.


Wealth Management & financial Planning Solutions for Start-Ups

The piece of mind of knowing that your financial affairs are in excellent order will allow you to focus on growing and developing your business or professional practice with confidence. Have you contemplated what the impact of an unexpected illness or serious disability would have on you and your family’s financial security.


Retirement & Estate Planning Canada, Financial Wealth Management Service

A thorough review of all your insurances, including disability, critical illness, long term care and life insurance, as they form the cornerstone of your long-term financial plan. If you own a business by yourself or with partners, we ensure that you have a current shareholders agreement that reflects your wishes and those of your partner.


Independent Financial Advisor and Financial Service Providers

Even others are nearing retirement or recently entered into retirement and are looking to preserve a lifetime of building wealth. Some are professionals in the early stages of their careers; others are established or business owners with a stable income. For business owners who are looking to pass on their business, and potentially retire from the proceeds. The decisions you make today will determine your lifestyle tomorrow.