Working with You on Your Side of the Table
At Basis Wealth, we do things a little differently: we don’t put you in the same financial plan as everyone else. We offer a combination of plan protection (insurance planning) and wealth accumulation (investment planning). We help you grow your wealth while protecting against the unexpected.
The team at Basis Wealth is with you every step of the way through your financial journey, and it starts when we come to “your side of the table”.
What is a Basis Wealth Financial Plan?
First, we take the time to sit down for a discovery session to learn all about what matters to you and why it’s important. If you’re just starting out in your career, or already have a family, you’ll know what you want for yourself and your loved ones down the road.
Once we have a clear picture of your financial goals, we bring insights and experience into the plan along with input from some of the best advisory teams in the field to bring you a plan that you will feel confident about.
Our Planning Philosophy
We believe that our lives and careers are more than just exercises in collecting assets. They’re an opportunity to truly discover what’s important to us as individuals. Once we identify that, we can start to live it, save for it, and protect it for future generations.
Our plans are about more than just yielding results – they’re about respect for your needs. At Basis Wealth, you get both.
Talk to us about a Basis Wealth Financial Plan today!
Contact our wealth management team at (416) 552-3004 ext. 0, or info@basiswealth.ca today to get started.