You are unique, your wealth management strategy should be as well.
Tell us about the future you dream of, and we will help you prepare for it, plan for it and finance it so that you can live life to the fullest.
At the SFL Westmount Financial Centre, we believe that an advisor is an partner who guides you over the course of your lifetime, listens to you, understands you and supports you in order to prepare for your long-term future as well as address daily concerns.
A global vision of financial planning
In our view, good advice is advice that enables you to make the best possible decision, at the best possible time. This is why our advisors favour a global approach when it is time to talk finance. What is your professional situation? What are your family responsibilities? How is your company doing, if you have one?
It is by looking at your whole life that they are able to help you:
- Get your personal finances in order;
- Reduce your taxes;
- Save for retirement;
- Fund a personal project, a trip, a sabbatical leave …
- Maintain your standard of living in the event of an unforeseen situation;
- Protect your loved ones if something happens to you;
- Facilitate the transfer of your estate to your heirs.
Customized investment and insurance solutions
We are a financial services firm, which guarantees its clients an objective perspective on their situation. Our advisors have access to a multitude of investment companies, fund companies and insurance companies, which enables them to create a unique solution for each client and to easily adapt it so that it always continues to align with their objectives.
Investment solutions to cover all your needs, regardless of what those needs are:
- growing your assets;
- preserving your capital;
- planning for or starting your retirement;
- establishing an estate to transfer to future generations.
Insurance solutions to optimize your retirement income and protect you and your loved ones if a problem arises (accident, health issue, death).
An integrated wealth management approach
The SFL Westmount Financial Centre is a pillar of excellence for wealth management. Since it incorporates all aspects of that management, from creating wealth to enjoying it and then transferring it, our approach simplifies clients’ journey and enables them to contemplate the future in greater serenity. If necessary, your advisor will incorporate into the management team specialists from the firm or expert partners.
Some of the areas covered by our wealth management:
- Tax and financial planning
- Cross-border tax planning
- Retirement planning
- Business planning
- Estate planning
- Hedge strategy for entrepreneurs
- Business transfer
- Trustee services