Wealth Management and Estate Planning

Wealth management, wealth creation and money management strategies built at Zeifmans are rooted in our long history, an entrepreneurial culture, and client knowledge. Every strategy begins with a good deal of discovery. We gain an understanding your objectives, developing a thorough knowledge of your complete financial situation. Only then do we present options on how best to achieve your wealth creation goals.

An Integrated Approach to Wealth Management

Wherever possible we take an integrated approach in addressing financial needs, whether it’s creating tax savings, managing family wealth or helping businesses grow. Our longest standing relationships are a testament to the benefits of integrated planning. These are clients that entrust us with their business finances, their personal taxes and wealth management strategies that encompass Canada, the U.S. and other jurisdictions. The more knowledge we have, the more complete the picture, the better we can help you prosper.

A Word on Estate Planning

As a crucial part of safeguarding wealth, estate planning deserves special mention. At Zeifmans, our main goal is to help you preserve wealth as it passes from one generation to the next. In every case this involves minimizing taxes, whether on the sale of a business or in transferring assets to the next generation.

To help you make the best decisions possible, we will detail all of the options open to you within the bounds of the current regulatory environment. Once fully apprised, you can make the choices that best suit your situation, your goals, and your tolerance for risk.

Wealth Management Services

  • Investment strategy and risk mitigation
  • Tax minimization
  • Estate planning
  • Succession planning
  • Retirement planning

Your Family CFO

  • Goal setting and developing the family’s long-term financial plan
  • Business strategy and planning
  • Tax planning
  • Identifying and managing risks
  • Managing day-to-day transactions, including cash flow, budgeting, and banking
  • Advising on life cycle transitions including the purchase and sale of businesses, retirement, succession and estate planning
  • Managing assets, investments and real estate
  • Managing legal and insurance needs

For more information on Your Family CFO, click here.