{"id":1675,"date":"2024-01-17T13:39:00","date_gmt":"2024-01-17T20:39:00","guid":{"rendered":"https:\/\/vantageadvisory.ca\/?page_id=1675"},"modified":"2024-02-12T09:25:34","modified_gmt":"2024-02-12T16:25:34","slug":"wealth-planning","status":"publish","type":"page","link":"https:\/\/vantageadvisory.ca\/services\/wealth-planning\/","title":{"rendered":"Wealth Planning"},"content":{"rendered":"

[et_pb_section fb_built=”1″ custom_padding_last_edited=”on|phone” _builder_version=”4.24.0″ _module_preset=”default” background_color=”#EDEDED” z_index=”3″ custom_margin=”-50px||||false|false” custom_padding=”150px||150px||true|false” custom_padding_tablet=”10%||10%||true|false” custom_padding_phone=”10%||10%||true|false” border_radii=”on|50px|50px|50px|50px” locked=”off” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row column_structure=”1_3,2_3″ make_equal=”on” _builder_version=”4.24.0″ _module_preset=”default” custom_css_after=”display: none;” global_colors_info=”{}” custom_css_main_element_last_edited=”on|tablet” custom_css_main_element_tablet=”display: flex;||flex-wrap: wrap;||justify-content: space-between;” custom_css_main_element_phone=”display: flex;||flex-wrap: wrap;||justify-content: space-between;” theme_builder_area=”post_content”][et_pb_column type=”1_3″ _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}” custom_css_main_element_last_edited=”on|tablet” custom_css_main_element_tablet=”flex: 0 0 100%;” custom_css_main_element_phone=”flex: 0 0 100%;” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.24.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n

Charting Your Financial Destiny with Wealth Planning<\/strong><\/span><\/h2>\n

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Unlock the full potential of your wealth<\/strong> with the guidance of a skilled wealth planner. Learn how personalized advice, tailored strategies, and holistic planning can help you achieve your financial and personal goals<\/strong>. Start your wealth planning journey today and navigate life\u2019s financial opportunities with confidence. Contact us to discover how we can empower your financial aspirations.<\/p>\n

[\/et_pb_text][et_pb_button button_url=”#second” button_text=”Learn More” _builder_version=”4.24.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|tablet” disabled_on=”off|off|off” module_id=”second” _builder_version=”4.24.0″ _module_preset=”default” background_color=”#292A2D” z_index=”0″ overflow-x=”hidden” overflow-y=”hidden” custom_margin=”-50px||||false|false” custom_padding=”200px||200px||true|false” custom_padding_tablet=”15%||15%||true|false” custom_padding_phone=”20%||20%||true|false” locked=”off” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row column_structure=”1_2,1_2″ use_custom_gutter=”on” gutter_width=”1″ _builder_version=”4.24.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”1_2″ _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.24.0″ _module_preset=”a94a9d89-4202-4540-bfc9-64b3c52cfc69″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n

Unlocking the Potential of Your Wealth<\/p>\n

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The Essential Role of a Wealth Planner<\/h2>\n

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Wealth planning is essential for several compelling reasons, serving both immediate financial stability and long-term financial health. Here are the key reasons why wealth planning is crucial:<\/p>\n

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Wealth planning helps individuals and families secure their financial future. It ensures that there are adequate funds available for future needs, including retirement, education expenses, and emergencies, thus providing peace of mind.<\/p>\n

[\/et_pb_accordion_item][et_pb_accordion_item title=”Goal Achievement” _builder_version=”4.24.0″ _module_preset=”default” body_text_color=”#292A2D” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” open=”off” sticky_enabled=”0″]<\/p>\n

It allows individuals to set and achieve specific financial goals, whether that’s purchasing a home, saving for children’s education, or ensuring a comfortable retirement. By defining these goals, wealth planning makes it possible to create a structured approach to achieve them.<\/p>\n

[\/et_pb_accordion_item][et_pb_accordion_item title=”Wealth Accumulation” _builder_version=”4.24.0″ _module_preset=”default” body_text_color=”#292A2D” global_colors_info=”{}” theme_builder_area=”post_content” open=”off”]<\/p>\n

Through investment strategies and saving plans, wealth planning facilitates the growth of assets over time. It helps in identifying opportunities to invest and accumulate wealth, taking into consideration the individual’s risk tolerance and time horizon.<\/p>\n

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Effective wealth planning includes strategies to minimize tax liabilities, ensuring that individuals can retain more of their earned income and investment gains. This involves making use of tax-advantaged accounts, tax-loss harvesting, and other techniques to reduce tax burden.<\/p>\n

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It involves planning for the distribution of an individual’s assets after their death, ensuring that their wishes are respected and that their heirs are taken care of. This can include the creation of wills, trusts, and other estate planning tools to manage and protect assets.<\/p>\n

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Wealth planning identifies potential financial risks, such as market volatility, illness, or accidents, and provides strategies to mitigate these risks. This might include diversifying investments, purchasing insurance, and establishing emergency funds.<\/p>\n

[\/et_pb_accordion_item][et_pb_accordion_item title=”Inflation Protection” _builder_version=”4.24.0″ _module_preset=”default” body_text_color=”#292A2D” global_colors_info=”{}” theme_builder_area=”post_content” open=”off”]<\/p>\n

Over time, inflation can erode purchasing power. Wealth planning helps in selecting investments that are likely to outpace inflation, preserving the value of savings.<\/p>\n

[\/et_pb_accordion_item][et_pb_accordion_item title=”Peace of Mind” _builder_version=”4.24.0″ _module_preset=”default” body_text_color=”#292A2D” global_colors_info=”{}” theme_builder_area=”post_content” open=”off”]<\/p>\n

Knowing that you have a plan in place to manage your finances can alleviate stress and anxiety about the future. It provides a sense of control over one’s financial destiny.<\/p>\n

[\/et_pb_accordion_item][et_pb_accordion_item title=”Adaptability to Life Changes” _builder_version=”4.24.0″ _module_preset=”default” body_text_color=”#292A2D” global_colors_info=”{}” theme_builder_area=”post_content” open=”on”]<\/p>\n

Wealth planning is not a one-time task but an ongoing process that can adapt to changes in personal circumstances, economic conditions, and financial markets. This flexibility ensures that the plan remains relevant and effective over time.<\/p>\n

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In essence, wealth planning is a comprehensive approach to managing one’s financial life, ensuring long-term security, and achieving personal and family goals. It’s an essential tool for anyone looking to navigate the complexities of personal finance with confidence and success.\u00a0<\/span><\/p>\n

Contact us to speak with a relationship manager and set your wealth on a path to success.\u00a0With a wealth planner, you can confidently navigate life\u2019s opportunities and challenges, giving your financial aspirations the best chance of success. Contact us to discover how we can add value to your wealth planning journey.<\/span><\/p>\n

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Your Benefits Journey, Your Way<\/p>\n

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Benefits Made Easy for Everyone<\/h2>\n

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We’ve blended the best of both worlds – tech and the personal touch.<\/span><\/strong> While we love our tech gadgets, we also cherish face-to-face connections. That’s why, when the time’s right, we’ll gladly treat you to a classic lunch or a friendly round of golf. It’s about building relationships<\/strong><\/span> as we build your group benefits plan.<\/p>\n

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Join the Vantage Experience<\/h2>\n

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Ready to experience group benefits in a whole new way? Let\u2019s chat! Discover how Vantage Advisory can help you secure the group benefits you need<\/strong> while keeping things simple and enjoyable. Don\u2019t worry, we\u2019ll never leave anyone behind on the tech train. Reach out to us today, and let\u2019s get started on your group benefits journey together<\/strong>!<\/p>\n

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Charting Your Financial Destiny with Wealth PlanningUnlock the full potential of your wealth with the guidance of a skilled wealth planner. Learn how personalized advice, tailored strategies, and holistic planning can help you achieve your financial and personal goals. Start your wealth planning journey today and navigate life\u2019s financial opportunities with confidence. Contact us to […]<\/p>\n","protected":false},"author":1,"featured_media":1938,"parent":566,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"acf":[],"_links":{"self":[{"href":"https:\/\/vantageadvisory.ca\/wp-json\/wp\/v2\/pages\/1675"}],"collection":[{"href":"https:\/\/vantageadvisory.ca\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/vantageadvisory.ca\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/vantageadvisory.ca\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/vantageadvisory.ca\/wp-json\/wp\/v2\/comments?post=1675"}],"version-history":[{"count":6,"href":"https:\/\/vantageadvisory.ca\/wp-json\/wp\/v2\/pages\/1675\/revisions"}],"predecessor-version":[{"id":2008,"href":"https:\/\/vantageadvisory.ca\/wp-json\/wp\/v2\/pages\/1675\/revisions\/2008"}],"up":[{"embeddable":true,"href":"https:\/\/vantageadvisory.ca\/wp-json\/wp\/v2\/pages\/566"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/vantageadvisory.ca\/wp-json\/wp\/v2\/media\/1938"}],"wp:attachment":[{"href":"https:\/\/vantageadvisory.ca\/wp-json\/wp\/v2\/media?parent=1675"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}