Our Approach
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LLEWELLYN & ASSOCIATES Private Wealth Management offers you a sophisticated approach to managing your wealth by creating tailored strategies to meet your short and long term needs. We have been providing wealth management services to people in Ontario since 1997.
Our team will:
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Simplify your entire financial life
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Create peace of mind by reducing your financial concerns
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Guide you through critical financial events
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Deliver tax-efficient strategies across all aspects that improve your financial position
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Proactively adjust your plan as opportunities are identified
A holistic view of your wealth and your life
We provide a range of services to help guide you through the financial aspects of every stage of your life journey.
Optimizing your retirement
Planning for major expenditures
We’ll help manage the risks of retirement, aiming to preserve the capital you’ve built and to create a tax-efficient income stream to support your needs and goals.
We ensure you have the right plan in place to make your goals a reality – whether this includes education planning, investment or retirement property purchases, or other significant capital requirements.
Managing cash flow efficiently
We examine and continuously evaluate your cash and credit needs, with the goal to deliver the flexibility you require to meet your goals. From detailed cash flow analysis to tax-efficient income planning, we develop strategies tailored to you.
Preparing for the unexpected
Maximizing your business success
Sharing your wealth
We can’t always anticipate the challenges that we may be faced with, but we can plan for them. We’ll help you develop comprehensive risk management strategies to provide for those you care about.
From optimizing corporate investments to business succession planning, we implement strategies that synchronize and enhance your personal and business needs.
Establishing how to share your wealth will allow your legacy to live on for the people and causes you care about, including philanthropy, charitable giving, and intergenerational wealth and estate planning.
A Process Designed Around You
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There’s no such thing as a one-size-fits-all approach to financial planning, so we begin by understanding what really matters to you.
We’ll clarify your goals and concerns, evaluate your current financial situation, and synchronize six major areas of your financial well-being to create your IG Living PlanTM.
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As your life moves through different phases, our ongoing process will proactively monitor and respond to you – reflecting our comprehensive, yet flexible team-based approach to financial planning that can deliver a deeper emphasis on any aspect of your living plan.
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Step 1 - Discover and clarify your values, dreams, goals and concerns to help us tailor our relationship with you and prioritize your financial needs.
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Step 2 - Analyze and explore options of concepts and scenarios to apply to your personal situation that minimize taxes, mitigate risk and protect your wealth.
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Step 3 - Develop and present a holistic financial plan--your IG Living Plan--that also integrates your customized investment program.
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Step 4 - Finalize and implement the custom strategies in your IG Living Plan that synchronizes all dimensions of your financial well-being.