Schmidt Azam Wealth Management - ScotiaMcLeod Scarborough - Advisory Services

By: Azam Wealth Management - ScotiaMcLeod Scarborough  09-12-2011
Keywords: Financial Planning, wealth management, Comprehensive Wealth Management

Worthwhile goals take time and planning to reach. To bring our clients' long-term goals closer, our comprehensive wealth management approach helps to analyze their current financial situation and create a consolidated, cohesive financial planning strategy. Over time, we work with them to implement strategies to take care of their investment, income and asset protection, will and estate planning, banking, and borrowing needs.


On a regular basis, we review the progress our clients are making towards their goals and make whatever adjustments are required to their overall plan.

Keywords: Comprehensive Wealth Management, Financial Planning, wealth management,

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09-12-2011

Schmidt Azam Wealth Management - ScotiaMcLeod Scarborough - Charitable Giving

Whether it?s sponsoring our local soccer team or participating in an United Way event, we enjoy introducing our clients to the wonderful people who do such valuable work in my community. If you?re interested in volunteering, you may already know of some groups in your community that could use your time, such as an adult learning centre or drop-in facility.


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Schmidt Azam Wealth Management - ScotiaMcLeod Scarborough - Insurance Planning

Develop additional tax-sheltered growth to complement your RRSP assets and perhaps generate a higher retirement income Address your business succession plan and secure interest for future generations Obtain the best medical care and preserve your retirement assets in the event of a life-threatening illness Retirement.


09-12-2011

Schmidt Azam Wealth Management - ScotiaMcLeod Scarborough - Retirement Solutions

Contributors who are members of a defined beneft or money purchase pension plan will have their contribution room reduced based on their Pension Adjustment. If you miss the legislated deadline, all accumulated funds in your RRSP will be included in your taxable income in the year after the year you reach age 71. This can then be used to provide income by way of converting to an annuity, Locked in Retirement Fund, or Locked in Income Fund.


09-12-2011

Schmidt Azam Wealth Management - ScotiaMcLeod Scarborough - Our Six Step Client Process

Using our detailed investment and financial planning questionnaire we determine your comfort level with risk, your financial situation today and future aspirations for you, your family and your business. We draw on a specialized team of experts from across Scotiabank Group to prepare a written action plan for you that closes the gap between where you are and where you want to be.


09-12-2011

Schmidt Azam Wealth Management - ScotiaMcLeod Scarborough - Investment Planning

These programs allow you to delegate everyday investment decisions to professional money managers, reap the benefits traditionally enjoyed by large institutional investors and pension funds and includes rigorous checks and balances to ensure due diligence to mitigate and manage risk.


09-12-2011

Schmidt Azam Wealth Management - ScotiaMcLeod Scarborough - Estate Planning

You will need to complete a legal document to appoint a power of attorney.There are different roles a power of attorney can take on, over a limited period of time or in more enduring situations and with broader control. If you become mentally or physically incapacitated, your Will does not apply, and only a pre-arranged power of attorney can guarantee someone you trust will be able to act on your behalf in overseeing your affairs.