{"id":55,"date":"2023-08-31T18:32:06","date_gmt":"2023-08-31T18:32:06","guid":{"rendered":"https:\/\/wbp.twyst.online\/?page_id=55"},"modified":"2023-11-24T18:49:33","modified_gmt":"2023-11-24T18:49:33","slug":"services","status":"publish","type":"page","link":"https:\/\/wbp.twyst.online\/index.php\/services\/","title":{"rendered":"SERVICES"},"content":{"rendered":"

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You don\u2019t need to make six figures to feel financially confident or to bring your big-picture dreams to life. With wise and holistic financial management, you can rest easy, knowing your money is working for you. We\u2019re here to show you how.<\/span><\/p>\n

[\/et_pb_text][et_pb_button button_url=”#services” button_text=”explore our services” button_alignment=”left” _builder_version=”4.18.0″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#017FCC” button_bg_color=”#F8FAFF” button_border_width=”1px” button_border_color=”#B8C5D8″ button_border_radius=”8px” button_letter_spacing=”0px” button_font=”Karla|700||on|||||” transform_scale=”104%|104%” custom_margin=”||25px||false|false” custom_padding=”|43px||43px|false|true” custom_padding_tablet=”|43px||43px|false|true” custom_padding_phone=”|43px||43px|false|true” custom_padding_last_edited=”on|desktop” animation_style=”fade” animation_delay=”100ms” hover_enabled=”0″ locked=”off” global_colors_info=”{}” button_border_width__hover_enabled=”on|hover” button_border_radius__hover_enabled=”on|hover” button_bg_color__hover_enabled=”on|hover” button_bg_enable_color__hover=”on” button_bg_use_color_gradient__hover=”off” button_bg_color__hover=”#192942″ 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<\/span><\/span>Building your wealth is<\/em> possible\u2014it just requires a personalized plan<\/span><\/p>\n

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We know growing your money may seem more challenging than ever right now. As Canadians, the cost of living is only rising, the economy is unpredictable, and unfortunately, our school systems haven\u2019t prepared us with financial literacy.<\/span><\/p>\n

But we also know a path toward your financial freedom exists. You just need someone willing to listen, learn, and design a roadmap unique to your existing assets, life stage, and aspirations.<\/span><\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.18.0″ _module_preset=”default” background_color=”#192942″ custom_padding=”5%||5%||true|false” global_colors_info=”{}”][et_pb_row _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.18.0″ _module_preset=”fc9b7668-81e4-4b42-abfc-d04f919be99e” text_orientation=”center” background_layout=”dark” custom_padding=”6px|13%||13%|false|true” custom_padding_tablet=”6px|0%||0%|false|true” custom_padding_phone=”|0%||0%|false|true” custom_padding_last_edited=”on|phone” animation_style=”fade” animation_delay=”200ms” text_orientation_tablet=”center” text_orientation_phone=”left” text_orientation_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n

With caring advisors and a personalized wealth blueprint guiding your way, you can confidently navigate the complex world of finances, knowing your money is growing and securing your legacy.<\/strong><\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|phone” _builder_version=”4.18.0″ _module_preset=”default” background_color=”#F8FAFF” custom_padding=”10%||10%|0px|true|false” custom_padding_tablet=”5%||0%|0px|false|false” custom_padding_phone=”9.1%||0%|0px|false|false” global_colors_info=”{}”][et_pb_row _builder_version=”4.18.0″ _module_preset=”default” custom_padding=”0px||5px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.18.0″ _module_preset=”fc9b7668-81e4-4b42-abfc-d04f919be99e” global_colors_info=”{}”]<\/p>\n

As your trusted financial advisors, our approach focuses on<\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ make_equal=”on” admin_label=”Row” module_class=”el-flex-row” _builder_version=”4.18.0″ _module_preset=”default” custom_padding=”||4px|||” animation_style=”fade” animation_delay=”200ms” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.18.0″ _module_preset=”default” background_color=”#FFFFFF” border_radii=”on|16px|16px|16px|16px” border_width_all=”1px” border_color_all=”#B8C5D8″ global_colors_info=”{}”][et_pb_blurb title=”Personalized Wealth Blueprints” image_icon_width=”70px” icon_alignment=”left” image_icon_width_tablet=”” image_icon_width_phone=”65px” image_icon_width_last_edited=”on|desktop” _builder_version=”4.18.0″ _module_preset=”default” header_font=”Josefin Sans|600|||||||” header_font_size=”32px” header_line_height=”1.3em” body_font=”Karla||||||||” body_text_color=”#192942″ body_font_size=”18px” background_enable_color=”off” custom_padding=”10%|10%|10%|10%|true|true” custom_padding_tablet=”10%|10%|10%|10%|true|true” custom_padding_phone=”||10%||false|true” custom_padding_last_edited=”on|tablet” header_font_size_tablet=”32px” header_font_size_phone=”24px” header_font_size_last_edited=”on|phone” body_font_size_tablet=”18px” body_font_size_phone=”16px” body_font_size_last_edited=”on|phone” border_radii=”on|16px|16px|16px|16px” border_color_all=”#B8C5D8″ global_colors_info=”{}”]<\/p>\n

No two people are the same, so wealth blueprints shouldn\u2019t be either. We take our time getting to know you, your story, your lifestyle, and your aspirations, so we can design you a wealth blueprint custom-tailored to your holistic needs.<\/span><\/p>\n

[\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.18.0″ _module_preset=”default” background_color=”#FFFFFF” border_radii=”on|16px|16px|16px|16px” border_width_all=”1px” border_color_all=”#B8C5D8″ global_colors_info=”{}”][et_pb_blurb title=”Tried & True Solutions” image_icon_width=”70px” icon_alignment=”left” image_icon_width_tablet=”” image_icon_width_phone=”65px” image_icon_width_last_edited=”on|desktop” _builder_version=”4.18.0″ _module_preset=”default” header_font=”Josefin Sans|600|||||||” header_font_size=”32px” header_line_height=”1.3em” body_font=”Karla||||||||” body_text_color=”#192942″ body_font_size=”18px” background_enable_color=”off” custom_padding=”10%|10%|10%|10%|true|true” custom_padding_tablet=”10%|10%|10%|10%|true|true” custom_padding_phone=”||10%||false|true” custom_padding_last_edited=”on|tablet” header_font_size_tablet=”32px” header_font_size_phone=”24px” header_font_size_last_edited=”on|phone” body_font_size_tablet=”18px” body_font_size_phone=”16px” body_font_size_last_edited=”on|phone” border_radii=”on|16px|16px|16px|16px” border_color_all=”#B8C5D8″ locked=”off” global_colors_info=”{}”]<\/p>\n

We practice what we preach\u2014or better yet\u2014we preach what we\u2019ve practiced. We only recommend financial solutions that have successfully grown our own family\u2019s assets, and will never recommend to you a strategy we found inefficient.<\/span><\/p>\n

[\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.18.0″ _module_preset=”default” background_color=”#FFFFFF” border_radii=”on|16px|16px|16px|16px” border_width_all=”1px” border_color_all=”#B8C5D8″ global_colors_info=”{}”][et_pb_blurb title=”No Advisor Fees” image_icon_width=”70px” icon_alignment=”left” image_icon_width_tablet=”” image_icon_width_phone=”65px” image_icon_width_last_edited=”on|desktop” _builder_version=”4.18.0″ _module_preset=”default” header_font=”Josefin Sans|600|||||||” header_font_size=”32px” header_line_height=”1.3em” body_font=”Karla||||||||” body_text_color=”#192942″ body_font_size=”18px” background_enable_color=”off” custom_padding=”10%|10%|10%|10%|true|true” custom_padding_tablet=”10%|10%|10%|10%|true|true” custom_padding_phone=”||10%||false|true” custom_padding_last_edited=”on|tablet” header_font_size_tablet=”32px” header_font_size_phone=”24px” header_font_size_last_edited=”on|phone” body_font_size_tablet=”18px” body_font_size_phone=”16px” body_font_size_last_edited=”on|phone” border_radii=”on|16px|16px|16px|16px” border_color_all=”#B8C5D8″ locked=”off” global_colors_info=”{}”]<\/p>\n

We genuinely want 100% of your money to be working for you at all times, so we don\u2019t charge any fees for our financial services. We get compensated from institutions you choose to place solutions with, and we have no need to double-dip.<\/span><\/p>\n

[\/et_pb_blurb][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|phone” module_id=”services” _builder_version=”4.18.0″ _module_preset=”default” background_color=”#F8FAFF” custom_padding=”0.3%||0px|0px|false|false” custom_padding_tablet=”13%||13%||true|false” custom_padding_phone=”10%||0px||false|false” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.18.0″ _module_preset=”default” custom_margin=”||-35px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.18.0″ _module_preset=”369304cf-e20c-4350-bc5e-c74701773300″ custom_margin=”||28px|||” global_colors_info=”{}”]<\/p>\n

Financial Planning & Wealth Management Services<\/strong><\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.18.0″ _module_preset=”fc9b7668-81e4-4b42-abfc-d04f919be99e” custom_margin=”-6px||-1px||false|false” custom_padding=”3px||29px|||” global_colors_info=”{}”]<\/p>\n

Wake up to the financial future of your dreams with a wealth blueprint designed just for you<\/b><\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.18.0″ _module_preset=”93bb802c-557e-4d17-a01b-f2521be183c1″ global_colors_info=”{}”]<\/p>\n

Maximize your money\u2019s potential and become one day closer to bringing your aspirations to life with a personalized wealth blueprint composed of all six of our financial strategies:<\/span><\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ make_equal=”on” admin_label=”Row” _builder_version=”4.18.0″ _module_preset=”default” custom_margin=”70px||||false|false” custom_margin_tablet=”70px||||false|false” custom_margin_phone=”70px||||false|false” custom_margin_last_edited=”on|desktop” custom_padding=”||0px|||” animation_style=”fade” animation_delay=”200ms” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][dsm_flipbox flipbox_height=”380px” flipbox_height_tablet=”273px” flipbox_height_phone=”200px” flipbox_height_last_edited=”on|phone” module_id=”cashflow” _builder_version=”4.18.0″ _module_preset=”default” background_enable_color=”off” width=”100%” custom_padding=”||||false|false” content_font_size_tablet=”” content_font_size_phone=”14px” content_font_size_last_edited=”on|phone” border_radii=”on|16px|16px|16px|16px” border_width_all=”1px” border_color_all=”#B8C5D8″ global_colors_info=”{}” background_color__hover=”” background_enable_color__hover=”off” background__hover_enabled=”on|desktop”][dsm_flipbox_child title=”Cash Flow Planning ” use_icon=”on” font_icon=”||fa||900″ icon_color=”#017FCC” use_icon_font_size=”on” icon_font_size=”50px” button_url_new_window=”1″ _builder_version=”4.18.0″ _module_preset=”default” header_font=”Josefin Sans|700|||||||” header_text_align=”center” header_font_size=”32px” header_line_height=”1.3em” background_color=”#FFFFFF” background_enable_color=”on” custom_margin=”0px||||false|false” custom_padding=”15px||||false|false” header_font_size_tablet=”32px” header_font_size_phone=”25px” header_font_size_last_edited=”on|phone” global_colors_info=”{}”][\/dsm_flipbox_child][dsm_flipbox_child button_url_new_window=”1″ _builder_version=”4.18.0″ _module_preset=”default” content_font=”Karla||||||||” content_text_color=”#192942″ content_font_size=”18px” background_color=”#FFFFFF” background_enable_color=”on” custom_padding=”|5%||5%|false|true” content_font_size_tablet=”18px” content_font_size_phone=”14px” content_font_size_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n

Is your money flowing in the right places? With guidance on making smarter choices, you can maximize your cash to live more comfortably and grow your wealth.<\/span><\/p>\n

[\/dsm_flipbox_child][\/dsm_flipbox][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][dsm_flipbox flipbox_height=”380px” flipbox_height_tablet=”273px” flipbox_height_phone=”200px” flipbox_height_last_edited=”on|phone” _builder_version=”4.18.0″ _module_preset=”default” background_enable_color=”off” width=”100%” custom_padding=”||||false|false” content_font_size_tablet=”” content_font_size_phone=”14px” content_font_size_last_edited=”on|phone” border_radii=”on|16px|16px|16px|16px” border_width_all=”1px” border_color_all=”#B8C5D8″ locked=”off” global_colors_info=”{}” background_color__hover=”” background_enable_color__hover=”off” background__hover_enabled=”on|desktop”][dsm_flipbox_child title=”Tax Planning” use_icon=”on” font_icon=”||fa||900″ icon_color=”#017FCC” use_icon_font_size=”on” icon_font_size=”50px” button_url_new_window=”1″ _builder_version=”4.18.0″ _module_preset=”default” header_font=”Josefin Sans|700|||||||” header_text_align=”center” header_font_size=”32px” header_line_height=”1.3em” background_color=”#FFFFFF” background_enable_color=”on” custom_margin=”0px||||false|false” custom_padding=”15px||||false|false” header_font_size_tablet=”32px” header_font_size_phone=”24px” header_font_size_last_edited=”on|phone” global_colors_info=”{}”][\/dsm_flipbox_child][dsm_flipbox_child button_url_new_window=”1″ _builder_version=”4.18.0″ _module_preset=”default” content_font=”Karla||||||||” content_text_color=”#192942″ content_font_size=”18px” background_color=”#FFFFFF” background_enable_color=”on” custom_padding=”|5%||5%|false|true” content_font_size_tablet=”18px” content_font_size_phone=”14px” content_font_size_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n

We all have to pay taxes. With a small measure of knowledge, you can minimize what you\u2019re handing over to the CRA, and keep more of your hard-earned dollars throughout your working years and well-deserved retirement.<\/span><\/p>\n

[\/dsm_flipbox_child][\/dsm_flipbox][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][dsm_flipbox flipbox_height=”380px” flipbox_height_tablet=”273px” flipbox_height_phone=”200px” flipbox_height_last_edited=”on|phone” _builder_version=”4.18.0″ _module_preset=”default” background_enable_color=”off” width=”100%” custom_padding=”||||false|false” content_font_size_tablet=”” content_font_size_phone=”14px” content_font_size_last_edited=”on|phone” border_radii=”on|16px|16px|16px|16px” border_width_all=”1px” border_color_all=”#B8C5D8″ locked=”off” global_colors_info=”{}” background_color__hover=”” background_enable_color__hover=”off” background__hover_enabled=”on|desktop”][dsm_flipbox_child title=”Life & Critical Illness Insurance Planning” use_icon=”on” font_icon=”||divi||400″ icon_color=”#017FCC” use_icon_font_size=”on” icon_font_size=”50px” button_url_new_window=”1″ _builder_version=”4.18.0″ _module_preset=”default” header_font=”Josefin Sans|700|||||||” header_text_align=”center” header_font_size=”32px” header_line_height=”1.3em” background_color=”#FFFFFF” background_enable_color=”on” custom_margin=”0px||||false|false” custom_padding=”15px||||false|false” header_font_size_tablet=”32px” header_font_size_phone=”24px” header_font_size_last_edited=”on|phone” global_colors_info=”{}”][\/dsm_flipbox_child][dsm_flipbox_child button_url_new_window=”1″ _builder_version=”4.18.0″ _module_preset=”default” content_font=”Karla||||||||” content_text_color=”#192942″ content_font_size=”18px” background_color=”#FFFFFF” background_enable_color=”on” custom_padding=”|5%||5%|false|true” content_font_size_tablet=”18px” content_font_size_phone=”14px” content_font_size_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n

Is your family financially protected in the face of unpredictable medical and life circumstances? As Infinite Banking Concept specialists, we design and structure policies to ensure your loved ones are secure in the unknown, and to be a source of funds through your lifetime.<\/span><\/p>\n

[\/dsm_flipbox_child][\/dsm_flipbox][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ make_equal=”on” _builder_version=”4.18.0″ _module_preset=”default” animation_style=”fade” animation_delay=”200ms” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][dsm_flipbox flipbox_height=”380px” flipbox_height_tablet=”273px” flipbox_height_phone=”200px” flipbox_height_last_edited=”on|phone” _builder_version=”4.18.0″ _module_preset=”default” background_enable_color=”off” width=”100%” custom_padding=”||||false|false” content_font_size_tablet=”” content_font_size_phone=”14px” content_font_size_last_edited=”on|phone” border_radii=”on|16px|16px|16px|16px” border_width_all=”1px” border_color_all=”#B8C5D8″ locked=”off” global_colors_info=”{}” background_color__hover=”” background_enable_color__hover=”off” background__hover_enabled=”on|desktop”][dsm_flipbox_child title=”Investment Planning” use_icon=”on” font_icon=”||fa||900″ icon_color=”#017FCC” use_icon_font_size=”on” icon_font_size=”50px” button_url_new_window=”1″ _builder_version=”4.18.0″ _module_preset=”default” header_font=”Josefin Sans|700|||||||” header_text_align=”center” header_font_size=”32px” header_line_height=”1.3em” background_color=”#FFFFFF” background_enable_color=”on” custom_margin=”0px||||false|false” custom_padding=”15px||||false|false” header_font_size_tablet=”32px” header_font_size_phone=”24px” header_font_size_last_edited=”on|phone” global_colors_info=”{}”][\/dsm_flipbox_child][dsm_flipbox_child button_url_new_window=”1″ _builder_version=”4.18.0″ _module_preset=”default” content_font=”Karla||||||||” content_text_color=”#192942″ content_font_size=”18px” background_color=”#FFFFFF” background_enable_color=”on” custom_padding=”|5%||5%|false|true” content_font_size_tablet=”18px” content_font_size_phone=”14px” content_font_size_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n

Is your money <\/span>effectively<\/span><\/i> making you more money? Whether RRSPs, TFSAs, RESPs, or non-registered accounts, understanding the pros and cons of each and when (or when not) to contribute will ensure your investments are diversified across the right accounts for your goals.<\/span><\/p>\n

[\/dsm_flipbox_child][\/dsm_flipbox][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][dsm_flipbox flipbox_height=”380px” flipbox_height_tablet=”273px” flipbox_height_phone=”200px” flipbox_height_last_edited=”on|phone” _builder_version=”4.18.0″ _module_preset=”default” background_enable_color=”off” width=”100%” custom_padding=”||||false|false” content_font_size_tablet=”” content_font_size_phone=”14px” content_font_size_last_edited=”on|phone” border_radii=”on|16px|16px|16px|16px” border_width_all=”1px” border_color_all=”#B8C5D8″ locked=”off” global_colors_info=”{}” background_color__hover=”” background_enable_color__hover=”off” background__hover_enabled=”on|desktop”][dsm_flipbox_child title=”Retirement Planning” use_icon=”on” font_icon=”||divi||400″ icon_color=”#017FCC” use_icon_font_size=”on” icon_font_size=”50px” button_url_new_window=”1″ _builder_version=”4.18.0″ _module_preset=”default” header_font=”Josefin Sans|700|||||||” header_text_align=”center” header_font_size=”32px” header_line_height=”1.3em” background_color=”#FFFFFF” background_enable_color=”on” custom_margin=”0px||||false|false” custom_padding=”15px||||false|false” header_font_size_tablet=”32px” header_font_size_phone=”24px” header_font_size_last_edited=”on|phone” global_colors_info=”{}”][\/dsm_flipbox_child][dsm_flipbox_child button_url_new_window=”1″ _builder_version=”4.18.0″ _module_preset=”default” content_font=”Karla||||||||” content_text_color=”#192942″ content_font_size=”18px” background_color=”#FFFFFF” background_enable_color=”on” custom_padding=”|5%||5%|false|true” content_font_size_tablet=”18px” content_font_size_phone=”14px” content_font_size_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n

How soon can you retire? And, do you have enough for an abundant retirement? After calculating the amount of money you\u2019ll need and how much you have saved up, we\u2019ll guide you on what you\u2019ll need to make your retirement dreams a reality.<\/span><\/p>\n

[\/dsm_flipbox_child][\/dsm_flipbox][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][dsm_flipbox flipbox_height=”380px” flipbox_height_tablet=”273px” flipbox_height_phone=”200px” flipbox_height_last_edited=”on|phone” _builder_version=”4.18.0″ _module_preset=”default” background_enable_color=”off” width=”100%” custom_padding=”||||false|false” content_font_size_tablet=”” content_font_size_phone=”14px” content_font_size_last_edited=”on|phone” border_radii=”on|16px|16px|16px|16px” border_width_all=”1px” border_color_all=”#B8C5D8″ locked=”off” global_colors_info=”{}” background_color__hover=”” background_enable_color__hover=”off” background__hover_enabled=”on|desktop”][dsm_flipbox_child title=”Estate Planning” use_icon=”on” font_icon=”||divi||400″ icon_color=”#017FCC” use_icon_font_size=”on” icon_font_size=”50px” button_url_new_window=”1″ _builder_version=”4.18.0″ _module_preset=”default” header_font=”Josefin Sans|700|||||||” header_text_align=”center” header_font_size=”32px” header_line_height=”1.3em” background_color=”#FFFFFF” background_enable_color=”on” custom_margin=”0px||||false|false” custom_padding=”15px||||false|false” header_font_size_tablet=”32px” header_font_size_phone=”24px” header_font_size_last_edited=”on|phone” global_colors_info=”{}”][\/dsm_flipbox_child][dsm_flipbox_child button_url_new_window=”1″ _builder_version=”4.18.0″ _module_preset=”default” content_font=”Karla||||||||” content_text_color=”#192942″ content_font_size=”18px” background_color=”#FFFFFF” background_enable_color=”on” custom_padding=”|5%||5%|false|true” content_font_size_tablet=”18px” content_font_size_phone=”14px” content_font_size_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n

When you pass on, how much of your estate will your loved ones receive after taxes and probate? Our heart is to structure your assets so that your wealth goes toward your wishes and ensures stability to future generations.<\/span><\/p>\n

[\/dsm_flipbox_child][\/dsm_flipbox][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_button button_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjU2In19@” button_text=”Let’s start planning” button_alignment=”center” button_alignment_tablet=”center” button_alignment_phone=”center” button_alignment_last_edited=”on|phone” _builder_version=”4.18.0″ _dynamic_attributes=”button_url” _module_preset=”default” custom_button=”on” button_text_size=”18px” button_text_color=”#017FCC” button_bg_color=”#F8FAFF” button_border_width=”1px” button_border_color=”#B8C5D8″ button_border_radius=”8px” button_letter_spacing=”0px” button_font=”Karla|700||on|||||” transform_scale=”104%|104%” custom_margin=”||0px||false|false” custom_padding=”|43px||43px|false|true” custom_padding_tablet=”|43px||43px|false|true” custom_padding_phone=”|43px||43px|false|true” custom_padding_last_edited=”on|desktop” animation_style=”fade” animation_delay=”100ms” locked=”off” global_colors_info=”{}” button_text_size__hover=”18px” button_text_size__hover_enabled=”on|hover” button_bg_color__hover=”#192942″ button_bg_color__hover_enabled=”on|hover” custom_css_before__hover_enabled=”on|hover” custom_css_main_element__hover_enabled=”on|hover” button_text_color__hover=”#F8FAFF” button_text_color__hover_enabled=”on|hover” button_border_width__hover=”0px” button_border_width__hover_enabled=”on|hover” button_border_radius__hover=”8px” button_border_radius__hover_enabled=”on|hover” custom_padding__hover=”|43px||43px|false|true” custom_padding__hover_enabled=”on|hover”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|tablet” _builder_version=”4.18.0″ _module_preset=”default” background_color=”#F8FAFF” custom_padding=”13%||0%||false|false” custom_padding_tablet=”0%||39%||false|false” custom_padding_phone=”0%||90%||false|false” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.18.0″ _module_preset=”default” custom_padding=”0px||||false|false” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/wbp.twyst.online\/wp-content\/uploads\/2023\/11\/golf.png” alt=”Pension Plan” title_text=”golf” disabled_on=”off|off|off” _builder_version=”4.18.0″ _module_preset=”default” positioning=”absolute” position_origin_a=”bottom_left” vertical_offset=”-474px” horizontal_offset=”-13px” vertical_offset_tablet=”-842px” vertical_offset_phone=”-908px” vertical_offset_last_edited=”on|phone” horizontal_offset_tablet=”0px” horizontal_offset_phone=”0px” horizontal_offset_last_edited=”on|phone” position_origin_a_tablet=”bottom_left” position_origin_a_phone=”bottom_left” position_origin_a_last_edited=”on|tablet” position_origin_f_tablet=”” position_origin_f_phone=”” position_origin_f_last_edited=”on|tablet” position_origin_r_tablet=”” position_origin_r_phone=”” position_origin_r_last_edited=”on|tablet” width=”80%” width_tablet=”50%” width_phone=”75%” width_last_edited=”on|phone” positioning_tablet=”absolute” positioning_phone=”absolute” positioning_last_edited=”on|tablet” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.18.0″ _module_preset=”369304cf-e20c-4350-bc5e-c74701773300″ custom_margin=”||28px|||” global_colors_info=”{}”]<\/p>\n

Retirement Planning for Entrepreneurs & Business Owners<\/strong><\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.18.0″ _module_preset=”fc9b7668-81e4-4b42-abfc-d04f919be99e” custom_margin=”-6px||-1px||false|false” custom_padding=”3px||29px|||” global_colors_info=”{}”]<\/p>\n

Secure the retirement you deserve with Build Your Own Pension Plan<\/b><\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.18.0″ _module_preset=”93bb802c-557e-4d17-a01b-f2521be183c1″ custom_margin=”||30px|||” custom_margin_tablet=”||30px|||” custom_margin_phone=”0px||30px||false|false” custom_margin_last_edited=”on|phone” animation_style=”fade” animation_delay=”200ms” global_colors_info=”{}”]<\/p>\n

Owning your own business provides a life of flexibility and freedom, but what will happen when you retire without an RRSP or group pension plan in place?\u00a0<\/span><\/p>\n

Ensure you have a cushion of cash and can live comfortably in retirement with Build Your Own Pension Plan, our signature retirement and wealth building strategy for business owners.<\/span><\/p>\n

[\/et_pb_text][et_pb_button button_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjE2MyJ9fQ==@” button_text=”learn more” button_alignment=”left” button_alignment_tablet=”center” button_alignment_phone=”center” button_alignment_last_edited=”on|phone” _builder_version=”4.18.0″ _dynamic_attributes=”button_url” _module_preset=”default” custom_button=”on” button_text_size=”18px” button_text_color=”#017FCC” button_bg_color=”#F8FAFF” button_border_width=”1px” button_border_color=”#B8C5D8″ button_border_radius=”8px” button_letter_spacing=”0px” button_font=”Karla|700||on|||||” transform_scale=”104%|104%” custom_margin=”||0px||false|false” custom_padding=”|43px||43px|false|true” custom_padding_tablet=”|43px||43px|false|true” custom_padding_phone=”|43px||43px|false|true” custom_padding_last_edited=”on|desktop” animation_style=”fade” animation_delay=”100ms” locked=”off” global_colors_info=”{}” button_text_size__hover=”18px” button_text_size__hover_enabled=”on|hover” button_bg_color__hover=”#192942″ button_bg_color__hover_enabled=”on|hover” custom_css_before__hover_enabled=”on|hover” custom_css_main_element__hover_enabled=”on|hover” button_text_color__hover=”#F8FAFF” button_text_color__hover_enabled=”on|hover” button_border_width__hover=”0px” button_border_width__hover_enabled=”on|hover” button_border_radius__hover=”8px” button_border_radius__hover_enabled=”on|hover” custom_padding__hover=”|43px||43px|false|true” custom_padding__hover_enabled=”on|hover”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|phone” _builder_version=”4.18.0″ _module_preset=”default” background_color=”#F8FAFF” custom_padding=”13%||3px||false|false” custom_padding_tablet=”13%||3px||false|false” custom_padding_phone=”0.3%||3px||false|false” global_colors_info=”{}”][et_pb_row _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.18.0″ _module_preset=”369304cf-e20c-4350-bc5e-c74701773300″ text_orientation=”center” custom_margin=”||29px|||” header_text_align_tablet=”” header_text_align_phone=”left” header_text_align_last_edited=”on|phone” text_orientation_tablet=”center” text_orientation_phone=”left” text_orientation_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n

As private financial advisors, we aren\u2019t bound to any financial institutions. Instead\u2026<\/strong><\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.18.0″ _module_preset=”fc9b7668-81e4-4b42-abfc-d04f919be99e” header_text_align=”center” text_orientation=”center” custom_padding=”0px|5%||5%|false|true” custom_padding_tablet=”0px|5%||5%|false|true” custom_padding_phone=”|0%||0%|false|true” custom_padding_last_edited=”on|phone” animation_style=”fade” animation_delay=”200ms” text_orientation_tablet=”center” text_orientation_phone=”left” text_orientation_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n

We have access to a vast network, meaning we keep your best interests at heart at all times and align you with the right financial solutions for your goals<\/b><\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.18.0″ _module_preset=”default” custom_padding=”0px||4px|||” global_colors_info=”{}”][et_pb_row _builder_version=”4.18.0″ _module_preset=”default” custom_padding=”||0px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][dsm_image_carousel gallery_ids=”349,350,351,352,353,354,355,356,357,358,359,360″ sizes=”et-pb-image–responsive–phone” speed=”4001″ autoplay_speed=”492″ space_between=”100″ infinite_smooth_scrolling=”on” _builder_version=”4.18.0″ _module_preset=”default” width_tablet=”” width_phone=”100%” width_last_edited=”on|phone” max_width=”100%” max_width_tablet=”100%” max_width_phone=”77%” max_width_last_edited=”on|phone” module_alignment=”center” custom_margin_tablet=”” custom_margin_phone=”-15px||0px||false|false” custom_margin_last_edited=”on|phone” global_colors_info=”{}”][\/dsm_image_carousel][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.18.0″ _module_preset=”default” background_color=”#F8FAFF” custom_padding=”10%||3px||false|false” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ disabled_on=”off|off|off” _builder_version=”4.18.0″ _module_preset=”default” custom_margin=”|auto|20px|auto||” custom_padding=”||0px|||” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.18.0″ _module_preset=”369304cf-e20c-4350-bc5e-c74701773300″ text_font=”Josefin Sans|700||on|||||” custom_margin=”||28px|||” global_colors_info=”{}”]<\/p>\n

Who we serve<\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.18.0″ _module_preset=”fc9b7668-81e4-4b42-abfc-d04f919be99e” min_height=”144.8px” custom_padding=”0px||70px||false|false” custom_padding_tablet=”0px||70px||false|false” custom_padding_phone=”0px||35px||false|false” custom_padding_last_edited=”on|phone” animation_style=”fade” animation_delay=”200ms” global_colors_info=”{}”]<\/p>\n

Every life stage has its unique financial challenges. We\u2019re here to answer your questions and help you attain your goals<\/b><\/p>\n

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I am a…<\/p>\n

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You\u2019ve worked hard for your money. But now, you have a pile of cash sitting stagnant in your bank account\u2014and you\u2019re wondering how to get it working hard for you. <\/span><\/p>\n

After taking into consideration your personal assets, life stage, and aspirations, we\u2019ll ensure every dollar you\u2019ve earned goes the distance. With as much money as possible ending up in your pocket, you can start taking confident action toward your biggest-picture dreams.<\/span><\/p>\n

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If you\u2019re wondering\u2026<\/strong><\/p>\n

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