Our Services
Wealth Management is about more than just buying stocks and bonds. Martin and Mark look at the complete wealth picture - not just the investments - and provide coordinated strategies on a wide range of areas that impact your financial well being.
Drawing on the expertise of Wealth Planning Group at Assante Private Client, a division of CI Private Counsel LP., a team of experts which is comprised of tax lawyers and accountants, financial analysts, insurance experts and estate planning professionals. We also work closely with your legal and accounting team to provide you with a unique wealth advisor experience. Together, we use our expertise and resources to provide you with greater financial flexibility. These wealth planning professionals have years of experience in dealing with the sophisticated needs of affluent clients. You will receive an individually structured wealth management solution- one that reflects the complexities of your investment, wealth and estate situation.
With exceptional knowledge of the issues and concerns of entrepreneurs and professionals Martin & Associates have assisted their clients to:
- Allocate cash flow more efficiently to reduce overall taxation
- Arrange "Cash Damming" to convert non-deductible debt
- Implement corporate funded insurance strategies
- Structure holdings to maximize ultimate wealth
- Plan the purchase or sale of businesses, homes and investment real estate
- Incorporate their business or professional practices
- Set up Family Trusts & Holding companies