A gamma of personalized services for you
Business Owners
Helping business owners in every or any stage; start to end, from accumulating wealth to spending it in retirement, from building your business to leaving your legacy. Let us show you how.
- Define and focus your legacy goals
- Tax saving opportunities
- Prepare you for retirement savings and funding
- Define your legacy and settling your estate
Professionals
We work with professionals to simplify the process of managing, preserving and growing their wealth.
- Set your goals for family, wealth and retirement
- Customized wealth management based on your timelines and priorities
- Build and maintain clear plans for your wealth
- Coordinate your taxation, investing and preservation strategies
Pre-Retirees & Retirees
We will help you create the retirement you want. Share your vision with us and we will implement the strategies to make it happen.
- Define your retirement lifestyle and cashflow needs
- Set your retirement date and the savings strategies to prepare for it
- Manage and preserve your wealth during retirement
- Manage investment risk according to your retirement planning status
- Grow your wealth to reach personal goals such as travel and philanthropy
Family Wealth
We set clear and practical strategies to ensure your wealth supports you if you are single and/or your family over the long term.
- Arrange education savings plans and prepare for other major expenses
- Prioritize your intentions for preserving wealth, family support and your own retirement
- Design a portfolio that suits your wealth management goals
- Explore ESG and Climate Leadership. Sustainable robust support with our research teams
- Identify appropriate risk protection and insurance strategies
Some more of our specialized services are:
Pension Income Advisor
Are YOU looking for guaranteed Pension Income for life? We have an insurance product that will guarantee you a 4% return to age 65 and for the rest of your LIFE.
That’s right it will continue to guarantee you Pension like Income for LIFE.
The Windfall Investor
A Windfall can come from various sources, each with common emotional reactions. It might be an inheritance, a retirement package, an insurance payout, a divorce, the sale of your business, a sports or entertainment job or a lottery win.
What to do when life deals you a good hand?
Estate and Tax planning
Seminars are available for Estate and Tax planning.
In today’s world of business and investing, integrity and client care are becoming endangered species. With Mike and his team, it’s comforting to know that I can count on them for both.
— Eugene Harbin, Business owner
Mike has always impressed me as a thoughtful and honest man and I thank him for guiding us through the last couple of years. Without his wisdom, financially we would not be where we are today.
— Mike and Muriel Moynes,
Retired GM and Retired Messier-Dowty.
McLaren Wealth Management 