The Value of Advice
Your world is constantly changing and understanding how or if it affects you can be overwhelming. That’s why the value of advice is more important than ever before. We will work together to identify what's important to you and help set your goals to give you the confidence in a plan that meets your needs today and for your future.
Our Client Programs
At Cornwall Wealth Management we take a planning approach to all that we do. The success of a long-term financial strategy is built upon doing the "right things", in the "right order", at the "right time" in your life. Our client programs - Foundation, Momentum and Legacy - provide a continuum for growing and protecting your wealth.
The advisory team at Cornwall Wealth Management utilizes a broad range of investment vehicles to help manage your wealth, and achieve your financial goals. We have found it helpful to keep the investment process simple, concise and understandable.
We are proud of our relationship with Manulife Securities Incorporated, and Manulife Securities Investment Services Inc. one of Canada’s foremost independent investment dealers. In particular, we value the resources, market access, and freedom they provide us to better serve our clients.
Part of a well-crafted financial and retirement plan is having an adequate safety net for you and your family should a death, disability or critical illness strike. Our team has the expertise to recommend the right coverages from any of Canada's insurers, so you have peace of mind in knowing that your financial future is protected.
In addition to personal insurance plans, we also offer travel insurance and individual health and dental plans direct through Manulife Insurance. Click the links below for direct access.
By planning for tomorrow today, you can retain more of your assets, protect your estate and leave a legacy for your family or loved ones. An estate plan needs to align with your whole financial picture, including investments and insurance. A properly designed estate plan achieves three goals:
- Maximization of your assets
- Tax-efficient transfer of your assets to future generations
- Ensures your will accurately reflects your wishes
Our Legacy Program helps our clients confidently achieve these goals.
Planning for Retirement
It's never too early (or too late) to think about your retirement. Whether you are just starting out, or are getting ready to wind down, we can help you grow and manage your retirement savings, as well as plan for all of the other aspects of retirement. We'll help you understand where your money will come from and when you’ll be able to access it, so you can gain confidence in the potential to grow your future income stream. There’s one factor that plays a role in every successful retirement — good planning.
Our unique planning process, The Confidence Audit ensures you have a solid strategy in place to retire comfortably.
Employee Benefits Plans
We strengthen Canadian Business by providing expert advice to business owners and organizations so they can be CONFIDENT about the features of their employee benefits plan, like:
- Cost and quality
- Protection from the liability
Saving for your children or grand-children's education may seem daunting due to competing financial pressures. Our education planning process maximizes the available government grants with reasonable savings assumptions to help you meet this important goal.
Banking today is about instant access – whether you’re paying with a tap, transferring money, or depositing a cheque or looking for mortgage options. In a fast-paced world, you need your bank to keep up. Manulife Bank has flexible products that fit seamlessly into your day and help you achieve your goals.