- 1001 Champlain Avenue, Suite 300, Burlington
- (905) 399-2786
- info@ownwealthmanagement.ca
Wealth management doesn’t come naturally to some people and that’s okay. That’s why we’re here; to simplify and customize the process for each client.
Own Wealth Management is a family-focused financial planning company with years of valuable experience helping multi-generational clients realize and reach their financial goals. We dedicate our time to getting to know our clients, their wants and needs and tailor their financial plan accordingly. All in all, we make wealth management simple.
Retiring comfortably may seem miles away, but with the proper financial plan set in place, it doesn’t have to be. We’ll help you envision your retirement and turn those dreams into reality by making your money last as long as you need it.
The costs of education continues to rise but you don’t have to let that affect your children or grandchildren. Did you know that there are various grants, scholarships and student loan options available? We’ll go over all of the options available to your family.
Running your own business takes a lot of hard work and dedication, so leave your legacy behind with the proper exiting plan in place. Professional business succession is vital to ensuring a seamless transferring of ownership. We can make that happen.
If there’s been a sudden death in the family or you can no longer work for any reason, you need to have the proper measures in place to protect yourself, your assets, and your lifestyle.
Did you know that there are plenty of ways to reduce the amount you pay in taxes so you can save more for your retirement? Whether it’s starting a tax-free savings account, RRSP, or claiming all of your deductions, we can help you understand and simplify the process.
Everyone’s estate needs to be handled in the event of their death. As uncomfortable as it is to think about such a scenario, we want to help you put the proper plan in place so assets can be transferred to your beneficiaries.
Retiring comfortably may seem miles away, but with the proper financial plan set in place, it doesn’t have to be. We’ll help you envision your retirement and turn those dreams into reality by making your money last as long as you need it.
The costs of education continues to rise but you don’t have to let that affect your children or grandchildren. Did you know that there are various grants, scholarships and student loan options available? We’ll go over all of the options available to your family.
Running your own business takes a lot of hard work and dedication, so leave your legacy behind with the proper exiting plan in place. Professional business succession is vital to ensuring a seamless transferring of ownership. We can make that happen.
If there’s been a sudden death in the family or you can no longer work for any reason, you need to have the proper measures in place to protect yourself, your assets, and your lifestyle.
Did you know that there are plenty of ways to reduce the amount you pay in taxes so you can save more for your retirement? Whether it’s starting a tax-free savings account, RRSP, or claiming all of your deductions, we can help you understand and simplify the process.
Everyone’s estate needs to be handled in the event of their death. As uncomfortable as it is to think about such a scenario, we want to help you put the proper plan in place so assets can be transferred to your beneficiaries.
We know that planning for your future can be stressful. After all, no rule book came with your money, so how are you supposed to know how to put your money where it truly matters in order to protect your assets and your family? That’s where we stand out from the crowd; we ensure to explain every step of your tailored plan to you according to your wants and needs. While our financial experts do all of the hard work for you, we want to ensure you fully understand what’s needed of you to reach your own goals so you are part of the process and so we can establish a trusting, long-term relationship.
We’ve been assisting multi-generational families plan for their futures for many years. The future may seem far away, but it can creep up on you faster than you think. And when it does and you don’t have the proper plan in place, it can put a large burden on your loved ones or your business successor. Don’t think of it as a hassle. Think of it as building your future. Don’t know exactly what plans you need to put in place? No problem. That’s why we’re here to advise you every step of the way.
Looking for a wealth management team in Ontario? Let’s connect and discuss your options. We offer a wide range of services for business owners, families, and those looking to retire.
Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization (“CIRO”). Investment services are provided through ACPI. Only investment-related products and services are offered through ACPI and covered by the CIPF. Financial planning and insurance services are provided through Own Wealth Management. Own Wealth Management is an independent company separate and distinct from ACPI.
Copyright © 2025 Own Wealth Management Inc. All Rights Reserved.
