Wealth Management

Many of our clients have financial management needs with varying degrees of complexity that call for an assortment of different proficiencies. These include estate and succession planning, asset management and income protection, tax planning, etc. Planning for all of these different pieces in a single, organized, uniform fashion forms the practice of wealth management.

This level of expertise requires a multi-skilled team – not just a single advisor. (That would be like asking your accountant to draw up your Will). Managing wealth begins with a genuine interest in your well-being. It’s about compassion and understanding what you are trying to achieve. If our decisions are not based on your well-being, even the greatest technical skills are irrelevant. Regardless of your financial or personal situation is, know that our team has dealt with it in the past. We know what has worked and what hasn’t with clients that have been where you are.

Our job is to keep you informed of the issues that impact your wealth and take a proactive approach to these issues.

With input from you about your objectives, we will conduct a discovery meeting to identify options for you to consider, and then work with you and your advisors (lawyers, accountants, etc.) to successfully implement our proposals both now and into the future. Life will change – personal circumstances, markets, tax rules, governments, etc. Our wealth management services are included as part of your advisory fee – which means you can feel good about more value for your money, better bang for your buck.

Contact Us

Fust & Associates Private Wealth Management can help keep you organized and up to speed with all areas of your financial well-being, not just investment management. Contact us today to set up a confidential, no-cost, no obligation evaluation with a member of our team.

Direct: 1-204-784-4586
Toll Free: 1-866-210-8612

Email: paul.fust@igprivatewealth.com