What happens to your assets beyond your life? What will be your legacy to your family and community? We’re here to get you started in planning for your legacy.
Estate planning is about your wishes for your loved ones and those you care about most. Ensuring your wealth goes where you intend it to is part of a holistic financial plan. Whether it’s your family or a favoured organization, charity or not-for-profit, Endeavour is here to help you fulfill your wishes. We strive to give you peace of mind by helping you build a highly personalized estate plan.
To maximize your potential wealth transfer, we focus on minimizing taxes and other potential costs. With the guidance of experienced professionals, we work to assess the following:
For decades now, you have focused on building your assets. Now it is time to enjoy them! This can be a difficult prospect; the systematic de-construction of your assets can be uncomfortable especially without a plan.
Planning for your future must include living for today. This may involve as light re-wiring of your financial brain, but as we have all learned, life waits for nobody. Our advisors help people to prepare for tomorrow while maximizing life for today.
We guide, you decide
Your retirement is your own. Nobody can tell you how to live and what you should do. In order to be happy you must do the things that make you happy. Your financial plans are there to support your vision for you and your family. Our advisors clarify the complex and ensure that you can focus on the things that bring you happiness.
Are your assets coordinated to maximize your retirement lifestyle and limit tax?
Our advisors are here to help you with the following:
Review your contributions and ensure you are on track to achieve your goals
Design a customized portfolio specifically created to meet your unique goals. Our advisors are skilled at helping our clients to limit their liabilities and ensure they are able to live the lifestyle they want to with less concern over variables like market volatility.
Understand your risk profile and long term goals
Incorporate all of your financial accounts and assets into one concise and simplified plan