Eagle Wealth Counsel

Financial Services · 2 Employees

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Who is Eagle Wealth Counsel

WHAT WE DO: After operating in the financial services industry for over 20+ years, we have observed a problem in how Canadians receive financial advice. To put it simply, the typical affluent Canadian investor receives advice from professionals that speak only to the areas in which those professionals specialize, or are compensated. While I do not believe this represents a conflict of interest, I do believe that a problem exists where the Four Pillars, 1) asset protection and estate planning, 2) retirement income planning, 3) investment planning, and 4) tax planning are most often not considered in full view of each other. We work with clients in order to integrate all four pillars into their financial planning strategy. HOW WE DO IT: Our team works with you to build a retirement income plan that is optimized from a tax standpoint. First, we determine what we call your great goals in life; then, we build the most tax-efficient cash flow plan possible. This is usually done by maximizing the use of your corporate structure, and striving to generate better returns for the risks you are willing to take. We help you: ✔ Create a Retirement Income plan that is done with full consideration of your unique goals around investing, legacies, and income needs. ✔ Construct an investment planning strategy using both traditional asset classes like equity and fixed income funds; but also non-traditional asset classes like real estate funds, infrastructure funds, and other alternative funds. ✔ Save taxes and business stability, build greater wealth for future generations, and live the lifestyle you want without compromise. WHAT MAKES US DIFFERENT: We go beyond the elementary requirements to "know our clients". We add full cash flow planning to ensure our clients are funding their portfolios in the most effective way possible from a tax standpoint. Want To Learn More? ☏ 613-755-4042 ✉ [email protected] www.eaglewealthcounsel.com