Family Wealth Advisory
You have worked hard to build your wealth. Now is the time to focus on what matters most to you, and let our team of professionals work together to secure your path forward.
As your individual, familial, and business needs evolve over time it is important to have a sound financial advisory team in place to protect the wealth you have worked hard to accumulate. Family Wealth Advisory is uniquely positioned to offer seamless integration between your accountant, financial planner, and investment manager. This integration provides our clients with peace of mind that your financial situation is being covered from all angles. While no one can predict the future, our financial advisory services help ensure you are ready for whatever comes your way.
Having a comprehensive wealth plan is the cornerstone to ensuring confidence in your financial future.
At Welch LLP, the experts you know and trust in wealth management services will create a tailored wealth plan designed to protect and manage your family’s intergenerational wealth. Welch will couple its expertise in financial planning with a holistic wealth management approach – a combination that will drive the successful management of your long-term financial well-being.
What We Do
We believe that every client deserves a personalized holistic financial plan. Our goal-based financial planning process reviews your current situation to ensure that you are protected, while also preparing you to achieve your future aspirations. Our financial planning process includes a multitude of different services which are tailored to fit your unique situation:
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Major purchase planning
- Cash management services
Through a referral arrangement, Family Wealth Advisory by Welch LLP offers you direct access to TriCert Investment Counsel’s portfolio management services. Seamlessly working with your Welch LLP Accountant and your Family Wealth Advisory by Welch LLP Financial Planner, your TriCert Investment Counsel’s Portfolio Manager takes a quality sector-based (QSect) approach to tailor an investment management strategy that is specific to your unique circumstances designed to meet your goals and provide peace of mind through volatile markets.
TriCert Investment Counsel is registered as a Portfolio Manager with the Ontario Securities Commission (OSC) in Ontario, its principal regulator, and with each relevant securities administrator in all other jurisdictions across Canada. TriCert Investment Counsel is registered as an Investment Fund Manager in Ontario. Today, TriCert Investment Counsel proudly manages over $3 billion in assets on behalf of thousands of clients.
To learn more, visit TriCert.ca.
Part of your financial health is ensuring that you and your family are prepared for the unexpected. Our team will review your situation to ensure that you are aware of any outstanding risks in your current situation and how best to manage or mitigate those risks moving forward.
This review is integrated into the financial planning process to ensure that we are correctly prioritizing coverage in contrast to your other goals.
Team members
Related resources
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June 14, 2023 – As you enter your sixties and beyond, it is essential to stay the course on the financial planning strategies you put in place in earlier years. At this stage, your main attention should shift toward retirement spending and cash flow management.
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