In today’s challenging environment we utilize a range of resources to ensure that your family’s financial plans remains on track. Our objective is to ensure that all of our clients whether individuals, entrepreneurs, households or institutions achieve their financial goals, regardless of the complexity of their financial circumstances.
As with any solution, we begin by establishing your time horizon and lifestyle goals, income sources and estimating costs.
This is what Lee Miles Advisory Team practices! It is a philosophy to listen to you and your families’ goals and dreams. Why is Financial Planning important? Read what 15,000 Canadians have experienced. From your hopes and dreams we create a dynamic plan put it into action one month at a time. It can encompass all or any of the following:
Income & asset protection
Self-directed plans financing strategies
Income & Asset Protection
Personal and/or business
Life, disability & critical illness
Multi-generational planning including spouse, children and dependents
Portfolio Advice & Execution
Risk tolerance & asset allocation
Re-balancing & ongoing advice
Information & education
Tax Planning
Tax minimization strategies
Estate maximization strategies
Credit & Lending
Debt reduction strategies
Borrowing to invest
Small Business & Commercial Services
Lending packages
Banking packages
Family office services
Will and Estate Planning
Wills, Trusts, Power of Attorney (POA), Estate Planning
Executor’s responsibilities
Passing on assets effectively
Charities & planned giving
Cash Flow Management & Banking Services
Income & expense management strategies
Strategies behind buying or selling assets
Online, telephone & branch based banking services
