Wealth Services

Overview

It is of the utmost importance that you, as an investor, have a solid plan to turn your dreams into reality. Suprun Wealth Management can help you do exactly that by providing a complete set of wealth creation and wealth management tools.

Each investor has different needs and a unique situation, which is why we focus our efforts entirely on ensuring that the best and most appropriate wealth management techniques are being applied for each of our clients at all times. As a full-service independent wealth management team, we can offer solutions that are available to Canadians for their financial plan.

Tax Minimization Strategies

As your wealth grows, an important determinant of how much of your gains you will be able to keep has to do with your tax strategy. Our experience can help you minimize the tax you are forced to pay and ensure that your portfolio growth is hindered the least amount possible. We will work with your accountant and legal expert to find the best ways to mitigate taxes for your individual circumstances.

Cash flow Strategies

Cash flow from the fixed-income part of your investment portfolio can be used as a primary source of income, a supplement to a pension or salary, or for many other reasons. Our experience can help you receive the highest return on your investments relative to your level of risk comfort.

Registered Plans-RRSP's, RESP's, TFSA's, LRSP's

As the transition from generating income through salary and other employment income, to living off income from your pension or investment portfolio, our experienced advice can guide you through this life-changing process. Constant monitoring and re-evaluation of goals is necessary to ensure that your portfolio will be able to support you for the rest of your life. If you are currently growing and trying to safeguard your retirement portfolio, we can help you properly plan for the years ahead.

Estate Planning and Insurance

Estate planning is a key part of the foundation of strategic wealth accumulation. When the time comes to leave your wealth to others, we can help you prepare by ensuring that your wealth is distributed in a manner that properly reflects your wishes regarding division of assets.

By utilizing all of the tools at our disposal, we are able to offer comprehensive financial advice.

 

*Insurance products provided through HollisWealth Insurance Agency Ltd.

HollisWealth is a trade name of Scotia Capital Inc. and HollisWealth Insurance Agency Ltd. HollisWealth is a division of Scotia Capital Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Brokerage services provided by HollisWealth are provided through Scotia Capital Inc. Insurance products provided by HollisWealth are provided through HollisWealth Insurance Agency Ltd. (tm)Trademark of The Bank of Nova Scotia, used under license.

The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of HollisWealth, its subsidiaries, or its affiliates, including, but not limited to, Scotia Capital In., HollisWealth Advisory Services Inc., HollisWealth Insurance Agency Ltd. and HollisWealth Mortgage Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this HollisWealth representative is not registered.

Suprun Wealth Management is a personal trade name of Jamie and Anthony Suprun.

                            

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