We work with a diverse group of clientele, many of which are business owners and professionals. Our service offering is tailored to those in retirement or approaching this life stage and many of our clients are multi-generation families. We have included the following client stories with names and details changed for privacy purposes.
.jpg) |
John and Mary
John and Mary are nearing retirement and need to make some decisions. They came to WEALTHdesigns.ca wondering if they can maintain their current lifestyle and at the same time, avoid depleting their retirement nest egg.
Read the story here...
|
 |
Robert
Robert runs a successful business but needs to make plans for when his two sons take over. He has a daughter who's never been involved in the busines and he's on his second marriage, so it's not as simple as he previously thought. Treating everyone fairly is important, as is ensuring the continued success of the business. Most of all, Robert wants to avoid a family feud.
Read the story here...
|
| 
|
