How we can provide support to help prepare the next generation for the eventual transfer of wealth. #EstatePlanning #WealthPlanning #TaxPlanning
Fleischhacker Private Family Wealth
Investment Management
Leduc, Alberta 64 followers
Bringing expertise and financial guidance to moments that matter the most, so families can live the life they imagine
About us
Bringing expertise and financial guidance to the moments that matter the most, so families can live the life they imagine. Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future. Our founding team at Wellington-Altus Private Wealth has a comprehensive perspective on wealth management. They represent years of expertise, consistency, stability and trust. Wellington-Altus Private Wealth advisors are entrepreneurs who value an independent approach to investing and wealth management. It’s an approach that puts clients first. Forward-Thinking Solutions: The Behaviour Gap: Investors are naturally wired to be the least rational when their financial well-being is its most vulnerable. I act as a behavioural investment counselor so that my clients can achieve better investment outcomes. Advice + Managed Platform: A holistic approach that combines advice from a registered portfolio manager with discretionary wealth management by advisors who meet high industry standards. Client-Advisor Relationship: We believe the advisor-client relationship is one based on trust and unbiased advice. Scott works with you to build a plan and an investment strategy that meets your life’s goals.
- Website
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https://advisor.wellington-altus.ca/fleischhacker/
External link for Fleischhacker Private Family Wealth
- Industry
- Investment Management
- Company size
- 2-10 employees
- Headquarters
- Leduc, Alberta
- Type
- Partnership
Locations
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Primary
Get directions
4721 47 St
203
Leduc, Alberta T6X 0P2, CA
Employees at Fleischhacker Private Family Wealth
Updates
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Fleischhacker Private Family Wealth reposted this
May this holiday season bring you a wealth of joy and cherished moments with those who matter most. Wishing everyone a safe and #HappyHolidays!
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Fleischhacker Private Family Wealth reposted this
Following a tumultuous day at Parliament Hill, the 2024 Fall Economic Statement is finally here. Our team breaks down the highlights for advisors and clients: https://bit.ly/41D2c6U #FES2024
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Fleischhacker Private Family Wealth reposted this
Tax planning is a year-round activity, however as 2024 comes to an end, there are several key opportunities to take advantage of available credits, deductions, and savings. Our team breaks down a few strategies to consider before the new year: https://bit.ly/4g7Yw1H #TaxPlanning
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Considering Delaying Your CPP and OAS? Here's Why It Might Be Worth It! Delaying your Canada Pension Plan (CPP) and Old Age Security (OAS) benefits can significantly increase your retirement income. This article dives into the benefits and considerations of waiting to claim these pensions. #RetirementPlanning #FinancialAdvice #CPP #OAS #PersonalFinance https://lnkd.in/gsjuRfdZ
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Navigating the complexities of Old Age Security (OAS) clawback rules can be challenging. It's crucial to understand these regulations and the impact they can have on your retirement income. Consulting with a financial planner can provide invaluable guidance on whether delaying OAS is the right decision for you. Don't leave your retirement to chance—plan wisely and stay informed! #RetirementPlanning #FinancialAdvice #OAS #FinancialPlanner #RetirementIncome https://lnkd.in/eagNz4tR
How much income can I earn while getting OAS? - MoneySense
https://www.moneysense.ca
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Fleischhacker Private Family Wealth reposted this
An Individual Pension Plan is an employer-sponsored registered pension plan that provides a defined benefit to plan members. It is often used by incorporated business owners and professionals, but how do you qualify? As #FinancialLiteracyMonth comes to a close, our team breaks down the benefits, implementation and other considerations to help you get started: https://bit.ly/3CPg3gh #FLM2024
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Everything you need to know about TFSAs and why they are crucial for retirement savings. #InvestmentPlanning #TaxPlanning
What is a Tax-Free Savings Account (TFSA)?
https://www.fool.ca
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According to Manulife's report, workers with a financial advisor or a formal retirement plan experience better financial health and higher readiness for retirement. #RetirementPlanning #InvestmentPlanning #FinancialAdvice
Canadians struggle with retirement savings - Manulife
insurancebusinessmag.com
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Fleischhacker Private Family Wealth reposted this
Coffee for Comfort is LIVE! ☕️ Head to https://lnkd.in/g-ht2q8m to place your order today! Your purchase will support the Patient Comfort and Staff Wellness Fund at the Leduc Community Hospital. This fund provides essential comfort items like toothbrushes, toothpaste, and combs for patients who may not have brought them, as well as initiatives that show appreciation to our dedicated hospital staff. This fundraiser runs until November 30. You can have your coffee and make a difference too. In partnership with Alternate Route Coffee Co. #CoffeeForComfort #SupportLocalHealth #LCHF
Coffee for Comfort Fundraiser
efundrs.com