Start Your Journey with us
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Asset optimization is an ongoing process -
with even small improvement every year, the compound effect is huge.
We smartly structure, protect, grow your wealth, now and for generations to come.
Meet & Greet
Our journey starts with understanding your unique situation, financial health, risk and return objectives.
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Holistic Analysis
Our team analyzes all the pieces of your financial life - your investment portfolios, real estate holdings, family business
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Smart Design
We cut through complication and tailor you a plan that is simple, effective, creative and fit with all the pieces of your financial life
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Systematic Implementation
We follow a time-tested process to implement your plan and achieve strategic asset allocation
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Ongoing Optimization
We constantly look for opportunity to optimize your investment, risk management, taxes and benefits.
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Monitor and Update
Life is full of surprises and changes. Your wealth plan will adjust accordingly to offer you flexibility and freedom
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The GW Asset Management Experience
fee-based consultation
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We also offer fee-based consultations to customers who wish to manage their assets on their own.
Hourly Consultation
Have questions or concerns regarding individual or corporation asset management ?
( investment, retirement planning, benefits & taxes, insurance and estate planning )
Clients have reported that even 1 to 2 hours of consultation helped them save a lot of time and avoid huge losses.
Full Asset Optimization
Looking for a plan to integrate all the pieces of your financial life and unlock significant tax savings and investment gains?
We will custom build a plan for you whether it is for retirement planning, tax & benefits optimization, asset allocation or estate planning.
Asset Management Service is only available to individuals/families/corporations in the province of British Columbia and Ontario.
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Fee-Based Consultation is available for all customers in Canada.