Wealth Management and Investments

Whether you’re an individual or business owner, it can be quite challenging to build and maintain your financial health and security. But it doesn’t have to be that way. We can help by designing tax-efficient investment plans that work for you today – and in the future.

Wilson M. Beck Kelowna will review your investment portfolio and objectives, and work with you to create a personalized financial plan, including succession planning, children’s education, retirement and estate planning. We’ll regularly review your plan and financial statements to ensure that you stay on track. To ensure you’re getting the best tax planning advice, we’ll work with your accountant and lawyer as your dedicated financial team. Wealth Management and Investments

Depending on your unique circumstances and needs, your plan may include:

  • Retirement Savings Plans (RRSPs, RRIFs, LIRAs)
  • Registered Disabled Savings Plans (RDSPs)
  • Registered Education Savings Plans (RESPs)
  • Tax-Free Savings Accounts (TFSAs)
  • Non-Registered Savings
  • Group Registered Retirement Savings Plans (GRRSPs)