We have partnered with a national wealth management firm, Wealth Stewards Inc. (WSI) to provide strategic advice to our clients.  They operate as a fee only firm that is committed to their fiduciary role (in other words they act in the best interest of their clients).  Many of you have asked for advice/direction; on how to build your wealth, reduce your tax bill, preserve your assets, how to provide a legacy or simply to achieve personal and financial goals

Spiegel & Associates has vast expertise understanding and helping families with complex planning needs. We have been doing tax planning/consulting for years. Coupled with WSI we can broaden the scope and work with you to understand your key financial and retirement objectives. Additionally, we can help you achieve other goals to tie in a tax and investment approach tailored to meet your needs. Together as an integrated team, we can establish a thoughtful and detailed plan that can help you live the life you visualize. 

Most of our clients’ business and personal goals and challenges are intricately coupled and often rely on their willingness to respond to the unexpected. Together as your team we can work closely with you to establish the proper structure, deal with personal transitions, and assist you establish, grow, or eventually transition your business.

To determine the proper strategy for helping you achieve your goals, we draw on expertise in several areas:

  • Tax planning and preparation
  • Personal financial planning
  • Risk tolerance
  • Estate planning
  • Investment management and consulting based on risk tolerance and financial planning results
  • Insurance management and consulting

Spiegel & Associates and Wealth Stewards Inc. will work cohesively to develop a tailored plan to help reach your needs and goals.

To learn more about Wealth Stewards Inc. visit their website www.wealthstewards.ca