Wealth management

Our wealth division goes beyond the mortgage and offers you a personalized ‘Gap Analysis©’ with best-selling author and wealth advisor, Peter Kinch. The ‘Gap Analysis©’ helps you identify the gap in your current retirement plan and helps you build a strategy to address it. We start with the end in mind and work backwards to make sure every investment decision is made in the context of achieving your goal.

have you planned your future?

More and more Canadians are concerned today about their financial plans for retirement due to fear of volatility in the stock market, and the bubbles of the housing market.

The need for a holistic financial plan has never been greater, and that is why we go beyond just real estate or the stock markets.

The wealthiest families, pension funds and endowment funds in North America have one thing in common – they diversify their investments over three non-correlating asset classes; real estate, the public markets, and private equity.

We ask one simple question:

If that's the way Institutional Money diversifies their portfolio – shouldn’t you do the same? 

Gap Analysis©

The Gap Analysis© begins with an inventory of where you are today, analyzes where you need to be or want to be in the future and then helps you map out a game plan on how to get there. It is a process of ‘reverse-engineering’ whereby you determine what end result or goal you want to accomplish regardless of what you are investing in. Once you know the goal, make sure that every investment action is taken with the end result in mind.

This ensures your investment actions are consistent with your desired goals.

The ‘Gap Analysis©’ will help you integrate all of your investing – both real estate and non-real estate – into a holistic financial plan focused on your goals. This will allow you to invest with confidence and clarity knowing that every action is taken with the end result in mind.