Prepare your loved ones for the future
Take charge of your wealth transfer and estate planning
Plan ahead, worry less
Estate and wealth transfer planning can be stressful. Our expert team will ensure that your finances are in order ahead of time so that you can focus on the things you love with your loved ones.
Peace of mind for you and yours
In many wealth transfer situations, families struggle to find common ground and to fulfill wishes. By planning your estate and wealth transfer ahead of time, you can give your loved ones the peace of mind that everything is taken care of.
Take charge
It’s still your money, regardless of what happens. Ensure that your wishes are met by planning your wealth and estate transfer while you are here to be involved. We can help you make the right decisions for you and your loved ones.
Wealth management services, for every stage of your life
Our wealth management services are here for you. Our team of experts will work closely with you to optimize plans for every stage of life, and for your shifting circumstances and goals. Utilizing cloud accounting principles and tools such as Quickbooks Online to save you time, effort, and aggravation.
Click here for an introduction to a wealth management partner, or to learn more about how ONSight Advisory services can help prepare your business for your retirement or succession.
Related Blog Posts:
An Update to Your Old Age Security (OAS)
In July 2021, Employment and Social Development Canada announced that seniors who are eligible for Old Age Security (OAS) as of June 2021 and who
Understand and Track Your Personal Net Worth
If you’d like a complete view of your personal financial situation, you’re considering a major financial or life decision, or you want help setting and
Support for Albertans – COVID-19
The Alberta government will provide immediate financial relief to Alberta’s families and vulnerable populations. Albertans should be focused on their health and not worry about
Tax News and Changes – COVID-19
The Prime Minister and the Minister of Finance announced on March 18th an economic relief package to begin addressing the economic impacts of the COVID-19 pandemic.
