Find it on Fourth: Money, Money, Money
Thanksgiving has come and gone, Halloween is right around the corner, but it’s never too early to get your ducks in a row ahead of the Christmas rush.
Let’s face it, we could all use a little more knowledge on wealth management - and in a world full of uncertainty, we’re hoping to put your financial worries to rest with a handy-dandy list of resources to take you out of the red and into the black.
Whether it’s exploring options with your bank or looking for professional advice to keep you on the right track, we’re here to point you in the right direction.
Willing to invest in a quick read with us? Let’s get this show on the road.
If you’re exploring options with your bank or looking to shop elsewhere to get the most out of your money, Bank of Montreal has everything you need to start moving in the right direction, from online help from financial resources designed to make your journey to financially-savvy quick and easy, to artificial intelligence-based technology which aims to personalise your experience with the bank and cater directly to your needs.
Likewise, Scotiabank is offering incentivised accounts which allow customers to earn up to $1,000 when they bundle specific packages of debit and credit cards. They also offer 10 cents to the litre thanks to their partnership with Shell, literally helping take your money the extra mile.
Royal Bank of Canada is also chalk-full of incentive-based offers, from savings accounts which allow you to e-transfer money with no hidden fees, to a High-Interest eSavings account which gives a 4.6% interest to your nest egg.
Looking for a financial planner? Wealth Strategists (located in Mission Medical Clinic) focuses on wealth building, preservation and distribution. While wealth building involves goal setting and management in order to gain better control of your finances, wealth preservation focus on putting plans in place to protect from uncontrollable incidents (such as death, illness, taxes and inflation). Wealth distribution, on the other hand, includes tax planning and strategy sessions built to turn wealth into income.
Also located in Mission Medical Clinic is Lougheed Wealth Management, which focuses on the ‘power of advice’ catered specifically towards corporate executives, healthcare professionals and retirees. Through their comprehensive wealth management plans, Lougheed’s wealth experts can create an in-depth analysis of your financial life in order to directly address your financial concerns and deal with them head-on.
If you don’t fit into the ‘corporate executives, healthcare professionals and retirees’ spectrum, Filo Financial Solutions also caters to business owners, corporations and people who have come into ‘sudden wealth’ (oh, to be so lucky).
Need something even more specific? Mission Wealth Advisors offers even more financial-supporting services, including cross border services, investment strategies and portfolio management.
From a business perspective, the team at Alaris Equity Partners invests in medium-sized companies across North America, allowing each business to stay in control of their operations while encouraging growth and ultimately profit.
On the other side of the company front, Fit Capital Solutions combines expertise with innovative solutions in order to turn your wildest business goals into a reality, while Magma Chartered Professional Accountant utilises ‘peace-of-mind audits’ and regular reviews in order to keep your business financially sharp and mitigate any potential tax disasters which may arise in the future.
Finally, if you’ve got commercial real estate and your hoping to leverage your property into something profitable, ICI Capital Corporation sources, structures and manages high-quality commercial mortgages intended to grow and scale companies within their portfolio.
No matter what money trouble you may be going through, Fourth Street has just what you need to get back to normality in no time.
