Our Wealth Services
helping you achieve your financial goals through a host of customized planning and management strategies
helping you achieve your financial goals through a host of customized planning and management strategies
We offer comprehensive financial planning services that takes into account where you are currently, your preferred lifestyle, and what your long-term goals are. With your individual goals in mind, we develop a comprehensive plan for you that includes budgeting and cash flow management, strategic investing, retirement planning, risk management, and estate planning.
Building strategies and solutions to help you achieve your financial goals. As an independent advisor, I have access to provide a wide range of products to fulfill your financial needs.
Account Options:
An important part of financial planning is protecting what is important to you. We offer a variety of solutions and coverage options that help provide you peace of mind and protect you and your loved ones through life’s unexpected events.
We offer advice and services to help protect your wealth through tax planning and management strategies. We work with you and your tax specialist to help reduce the tax burden on your earned income and assets.
An estate plan is crucial in ensuring that your final wishes are fulfilled with the lowest possible tax impact. Depending on each unique situation many strategies can be explored and implemented to ensure those left behind benefit fully from your final wishes.
Whether your interests are in protecting your ongoing business, or creating an exit strategy, we are here to help. Whether you are transferring your business to the next generation or selling the business outright there are many aspects to consider. Creating an exit strategy to ensure that the transition smooth and as tax effective possible.
Designed Securities Ltd. is regulated by the Canadian Investment Regulatory Organization (Canadian Investment Regulatory Organization (ciro.ca) and is a Member of the Canadian Investor Protection Fund (www.cipf.ca). Investment products are provided by Designed Securities Ltd. and include, but are not limited to, mutual funds, stocks, and bonds. Michael is registered to provide advice and solutions to clients residing in the province of Ontario.
