You’ve worked hard to build your foundation, now it’s time to empower you to live life on your terms and pave a path to get you there.
We can help.
As we plan the pursuit of your financial success, we will work with you to understand your unique situation. We’ll integrate tax efficient strategies to grow your wealth, preserve capital or build your financial legacy to leave behind for future generations.
This begins with an analysis that considers the numerous pieces of your life and finances. The results provide us a strong foundation to work together on an action plan that evolves as life changes.
OUR SERVICES
Our fee-based advice model is a shift from the commission-based model, which can provide peace of mind in knowing your advisors’ goals are in line with yours. Since the fee-based model means a pro-rated monthly fee is charged based on your account size and asset type, this allows our experts to continuously monitor and grow your portfolio with an increased level of transparency.
Retirement Strategies
Succession Planning
Estate Planning
Tax Sheltered Investments
Tax Minimization Solutions
Charitable Giving
Debt Management
Wealth and Income Protection
Business Investment Solutions
HOW WE HELP
Discovery
- Review financial portfolio and investment goals
- Discover tolerance for risk and market fluctuations
- Provide customized recommendations on investment options and other financial strategies based on your goals
Strategy
- Build a portfolio designed to your financial goals and appropriate allocation of assets
- Plan around retirement, education and other savings goals
- Strategize tax efficient retirement income
- Customize tax, estate, charitable giving and wealth protection planning
Money management
- Monitor and re-balance ongoing portfolio
- Access to world class professional money managers
- Manage optional automatic contribution/ withdrawal strategy
Report & review
- Provide performance and annual consolidated tax reporting
- Conduct regular in-person portfolio reviews
- Access to secure consolidated view of your investments
Additional wealth services
- Access to the expertise of our broader wealth management team and products
- Build business succession planning
- Provide wealth management options for your family
LET'S TALK ABOUT YOUR WEALTH GOALS
Meet with an advisor, or send us a note and we'll get in touch with you.
Let's connect soon.
Our team of experts is here to help.
Valley First Wealth Management is a division of FW Wealth Management Ltd. which is a wholly owned subsidiary of First West Credit Union. FW Wealth Management Ltd. is a licensed life insurance agency offering financial planning, life insurance and investments. Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso financial Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.
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