Comprehensive Wealth Management Services
Ensuring long-term financial success by providing tailored financial solutions to meet your unique goals. Our expert advisors offer investment management, retirement planning, insurance, and estate planning.
Your Personalized Investment Planning Pathway
Investing in Your Future
Investment extends well beyond your financial portfolios—it includes the choices you make each day, from activities to interactions. Having a strategic plan for these investments is as crucial for your personal development as it is for your financial well-being, which is why our team makes sure to:
Understand Your Unique Financial Goals
What truly matters is discovering 'your number'—the sum required to achieve your specific life goals. Our approach to investment planning revolves around understanding your aspirations and tailoring a strategy to realize them.
Provide Investment Education and Strategy
We're dedicated to educating you on the essentials of financial investment, risk management, and market dynamics. Together, we develop an investment strategy that aligns with your financial position, life changes, and market fluctuations.
Explore your financial goals with us, and let’s work together to establish an investment plan that elevates your future to new heights.
Crafting a Fulfilling Retirement Plan
Life Beyond the Workforce
Retirement is a significant milestone, a period to enjoy the fruits of your years of hard work and dedication. That’s why it’s essential to not just live well today but to also secure a future where memories and experiences can continue unabated by the ending of a working income. At Statera, we ensure retirement preparation is initiated well prior to your retirement to safeguard your envisioned future. This includes:
A Customized Approach to Your Retirement Goals
We offer a personalized strategy to plan for your unique retirement vision. Analyzing your current situation and crafting a step-by-step process ensures you can realize your retirement dreams.
An Evolving Plan for an Evolving Life
As you approach retirement, your plan will need to adapt to changes in your lifestyle and goals. We provide actionable steps to transition smoothly into retirement, minimizing stress and maximizing enjoyment.
Navigating Pension and Government Benefits
With extensive knowledge of pension options and government benefits, our team can guide you through the choices that significantly impact your retirement success such as healthcare, insurance, and estate planning.
Join us in formulating a retirement strategy that embodies your wishes and ambitions, empowering you to enjoy an enriching, well-earned retirement.
Strategic Education Planning for Your Child’s Future
Empowering Dreams Through Education
The gift of education is one of the most meaningful investments you can make towards your child’s future. While many opt for personal financial sacrifices to build an education fund, we can help you form a strategy that maintains your financial security while supporting your child’s aspirations. This includes:
Professional Guidance Tailored to You
Our team's deep understanding of the financial challenges in funding education is matched by our knowledge of tools designed to mitigate these issues. Let us demystify the planning process for you, offering tailored advice and allowing you to focus on what matters most: seeing your child thrive.
Maximizing the Benefits of a RESP
The Registered Education Savings Plan (RESP) is a powerful tool for educational funding, offering potential government grants alongside personal contributions. Understanding its intricate rules is where we excel, providing bespoke strategies based on your family's needs and location.
Early and well-thought-out planning can provide not only peace of mind but also a smart investment in your child’s future. Partner with us to craft an educational funding strategy that aligns with your family’s goals and your child’s future.
Jumpstarting Your Disability Plan
Understanding and Utilizing Disability Resources
A disability provides a unique set of personal and familial challenges that requires the careful consideration of resources available to support your needs. From certain limitations to financial challenges, the impact can be significant. This is why it’s crucial you to be well-informed about the government structures and support systems in place to help, and why we offer comprehensive disability planning.
Expertise That Makes a Difference
We provide the professional knowledge and support required to manage your disability with confidence. Understanding the array of resources and programs available to provide financial assistance can help alleviate the pressure of subsidizing every expense, enabling you to focus on your well-being and independence.
Maximizing RDSP and Government Assistance
The Disability Tax Credit (DTC) and the Registered Disability Savings Plan (RDSP) can offer meaningful financial relief. By simplifying the nuances of these programs and integrating government assistance (such as the Canada Disability Savings Grants (CDSGs) and Canada Disability Savings Bonds (CDSBs) we can ensure your future security.
If disability planning is part of your journey, let us be your guide to a stable and secure financial future.
Safeguard and Grow Your Wealth with Statera
Our committed team is ready to explore how the right coverage can secure your financial future. For more information about any of the programs and/or resources listed above, please reach out to us directly or check out our complimentary resource page. We look forward to connecting with you!
As financial planners, we do not provide specific tax and legal advice. You should always consult your accountant and/or lawyer where necessary. Because of the many ways a strategy may be impacted when segmented, we prefer to communicate collectively with your external professionals to ensure that all recommendations and action plans are in the overall best interest of you, with your professionals working with common goals in mind.
You are never obligated to act on our recommendations of products, services, or advice.