FM Wealth Planning
Do you have a plan to help you live the life you dream of?
If you’re wondering who can answer all of your financial questions, we can help.
- Can I preserve my wealth in the event something happens to me?
- How can I successfully transfer my wealth and assets to the next generation?
- Do I have enough to retire on?
- How can I better manage my wealth and assets to facilitate my long-term goals?
- What does my overall financial plan of business and personal wealth look like?
- Am I maximizing my investment and insurance strategies to support my long-term goals?
The integrated approach to growing and protecting your wealth
Experience the difference of a holistic, planning first approach to your personal finances and your business.
“We want to ensure your family has an integrated advisory experience looking at your business, family and individual long-term goals in one holistic approach.”
Kari Speaker Smith, CPA, CA, CFP, FEA, B Mgt
Partner and Senior Wealth Planner
It begins with what’s important to you.
We provide specialized Wealth Planning services not available in most accounting firms by integrating your personal and business finances into a single, focused plan that helps you get to where you want to be.
Discover
In our first meeting, we uncover what matters most to you, discover exactly where you are, and get clarity on where you want to be with the “My Why” exercise.
Advise
Next, with a clear understanding of what you want to achieve, we create a plan and offer specific advice that aligns with your priorities and goals for your financial life.
Implement
Our team of specialists then implement your plan. Together we measure, track, and adjust it as needed.
Review
We remain present and active as your plan and life evolve. By reviewing your progress, “My Why” and other changes in your life we then update your plan to navigate and adapt to those changes.
How we can help
Book a discovery meeting today and learn how we can help you take your plan to the next level.
Comprehensive Financial Planning
Our approach to Comprehensive Financial Planning integrates your personal finances, your business, and your advisory team, to ensure you optimize the benefits of financial planning, strategy, access to resources and best-in-class implementation.
Investment Management Review
You’ve worked hard for your money. An Investment Management Review ensures that your investment strategy is aligned with your goals.
Risk Management Review
Conversations about the impact of disability, illness, and death are never easy to have, yet they’re extremely important. You deserve to know you’re protected from life’s risks, both personally and for your business.
It’s time to build your integrated plan.
Book a discovery meeting today and learn how we can help you take your wealth management strategy to the next level, so you can reach your financial goals.
Fletcher Mudryk LLP and it’s affiliated companies is a member of the Integrated Advisory Network (“IAN”). The IAN was founded and is administered by Integrated Advisory Professional Network Inc. (“IAPN”). Our membership allows us to access the IAN’s broad range of resources so that we can provide the reach and strengths of a national firm to deliver a holistic and Integrated Advisory Experience to our clients. The IAN comprises of independent firms, independent advisors, consultants, and service providers (each an “IAN Member”) along with their respective affiliates, who collaborate to offer a diverse range of value-adding services to benefit you.
As an IAN Member, Fletcher Mudryk LLP and other IAN Members and their affiliates may share your personal information with each other and use it in connection with our relationship with you for the provision of our products and services, all in accordance with this privacy policy. The IAN will only use your information to serve you better, and will not sell your information for any reason.
Though there is cooperation and sharing within the IAN and by and amongst the different IAN Members and their affiliates, which IAPN helps to promote, they are completely separate and independent businesses and legal entities that are not in any way liable or responsible for acts and omissions of another IAN Member or IAPN.
Visit www.integratedadvisory.ca for more information regarding the IAPN, IAN Members and their affiliates.
