Retirement Planning
Planning For Retirement?
Preferred Wealth is trusted by wealthy families to handle their financial planning and investment needs to achieve
their financial objectives and safeguard their family's future. Our partners will offer you an integrated approach to financial planning and disciplined, sensible portfolio management gives busy families peace of mind and lessens their administrative burden.
Households with assets are frequently presented with investment options that were created for massive pension plans or the general public. There aren't many options available, and they weren't designed with you in mind. When you engage with Preferred Wealth, our Partners
will personally constructs your portfolio from more than 4,300 equities that trade in North America, together with fixed income options and exchange-traded funds, in accordance with your goals and needs.
You will then have a consistent income, responsible capital growth, capital protection, and tax benefits in the ratios that are optimal for you.
If you want to invest according to your ideals, we also provide socially conscious solutions
Book A Call
Speak to an Expert in Our Team
In just 15 mins we can understand more about your goals and give you some ideas that could not only help grow your net worth but also save you thousands of dollars in tax. Book a call now!
WHAT PEOPLE SAY
Testimonials
"I received a higher level of dedication from my
Preferred Wealth partner. They were empathetic to my needs and were “working for me”. Before meeting them, my money was invested at a “big bank”. I did so
because you felt it was secure and convenient."
"Working with a Preferred Wealth partner they removed all uncertainty I had about my retirement. We developed a strategy to align with my goals and my portfolio was customized to my needs. They didn't try to pressure me or try to sell me anything."
"A current client recommended us to a Preferred Wealth partner. Our time is quite restricted because we operate a small family business. They have contributed tremendous value to us. They guided us through every step and gave us useful information to assist us make decisions about retirement, succession planning, and future planning."
Insurance In Detail
Are you protecting your most valuable asset: you?
Term Insurance
Term life insurance is the most affordable kind of life insurance; a large death benefit can be acquired at relatively little cost.
Whole Life Insurance
Whole life insurance is permanent life insurance that offers both guarantees and cash values
Universal Life Insurance
Universal Life Insurance has an investment component to it that grows on a tax sheltered basis.
Request a 15 Min Free Consultation For Your Unique Needs >
Office: Toronto, Ontario
Email:info@preferredwealth.ca
Site: https://preferredwealth.ca
