Vandermeer Wealth Management is a full-service, boutique asset management and financial planning team dedicated to providing superior wealth management expertise for our clients over their entire lifetime. We have contracted with HollisWealth®, a division of Industrial Alliance Securities Inc. to provide our clients with the stability and safety of a Canadian bank and yet we operate as independent advisers. This best of both worlds structure fosters objectivity, critical thinking and unbiased advice to our clients.
Specifically, this involves the following services:
- We manage investments and broker excellent products available to an investor today,
- We create custom financial plans,
- We address the risk of not achieving these plans by providing a broad range of insurance* and care years planning services,
- We assist with estate planning and we coordinate with our clients’ lawyers to ensure seamless advice, and
- We analyze and recommend tax minimization strategies and we work with our clients’ accountants to effect proper tax planning.