Our Services

The Vandermeer Wealth Management team are dedicated to providing a superior wealth management experience for our clients over their entire lifetime.

Specifically, this involves the following services:

  • Manage investments and broker excellent products
  • Create custom financial plans
  • Develop Investment comparison and growth planning reports
  • Broad range of insurance* and care years planning services to mitigate risk
  • Assistance with estate planning and coordination with clients’ lawyers
  • Analysis and recommendations for tax minimization strategies
  • Collaboration with our clients’ accountants to effect proper tax planning

 

We are constantly looking for ways to improve how we manage our clients’ portfolios and we will do our best to utilize industry-leading, sophisticated platforms and investment models available to the retail and corporate investor. We believe our clients deserve this level of service.

Contact Vandermeer Wealth Management to discuss your investment future.

Our results

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happy clients

busy years

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trades made