Wealth Management

New Wealth Management

Ready to prepare the next generation for success?

DAMETY CONSULTING LLC’s can provide the guidance and services necessary, to ensure your estate and investments are managed for you, your family and your business. Wealth management is an investment advisory discipline that incorporates financial planning, investment portfolio management and a number of aggregated financial services.

High net worth individuals, small business owners and families who desire the assistance of a credentialed financial advisory specialist, call upon wealth managers to coordinate retail banking, estate planning, legal resources, tax professionals and investment management.

Our wealth management services include:

Long range family financial planning

Estate planning and administration

Review of alternatives for money management services, such as retirement planning, RRSP, group RRSP, pensions and life insurance

Review of effectiveness of tax assisted investments and tax reduction strategies

Planning the transfer of your business

Utilization of family trusts

At DAMETY CONSULTING LLC, we understand that you have developed relationships with many services providers such as insurance providers, lawyers, bankers and others. Because you have confidence in these service providers, we understand the need you have to bring them together and to coordinate them with the common objective of achieving your wealth maximization goals.