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Multiply

Your

Wealth

A single generation that does it right helps three generations. Simply put, what we create today is what we leave behind as a legacy for three generations to come. If you want to build  wealth to leave behind a legacy, you must follow some rules. Here are some learnings.

Our Service:

Provide Total Wealth Solutions for HNW Individuals

Our Partners:

Topstone International

Insurance Brokers Limited

Wonder Capital Group

BVI Company Setup

Companies incorporated in the BVI are, by most measures, the most popular offshore holding structure in the world. Whilst offshore vehicles are used for a wide variety of different purposes globally

Trust Service

As with wealth planning in general, many people think trusts are appropriate only for the very affluent. But personal trusts are a
powerful planning tool that can deliver benefits for a wide range of people across the wealth spectrum.

Investment Service

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Private Banking Service

Access world wide top tear private banks; account opening, enjoy the privilege of personalised service and extremely compatible financial
products

Private Placement Investment Service

Private placement is a funding round of securities which are sold not through a public offering, but rather through a private offering,
mostly to a small number of chosen investors. Generally, these investors include friends and family, accredited investors, and
institutional investors

Discretionary Portfolio Service

Discretionary investment management is a form of investment management in which buy and sell decisions are made by a portfolio manager or investment counsellor for the client’s account.

Family Office Setup

Family offices can provide a number of benefits, including privacy, customization, and having your own team to handle a wide
range of services, such as guiding family philanthropy, managing shared properties or even managing household help.

Plan

7 Steps of Financial Planning

  1. Define your short- and long-term goals.
  2. Audit your current income, savings, and long-term savings and investing plan.
  3. Address shortfalls/adjust goals.
  4. Account for multiple future scenarios.
  5. Develop a comprehensive financial plan.
  6. Implement and monitor that plan.
  7. Adjust goals or other financial plans as your circumstances change.

Divesrify

7 Steps to Create a Diverse Portfolio

  1. Learn about risk.
  2. Create an asset allocation.
  3. Invest in index funds.
  4. Invest outside of the U.S.
  5. Don’t forget real estate.
  6. Use multiple investment account types.
  7. Keep some money in fixed-income assets.

Manage

7 Steps of Personal Wealth Management

  1. Gathering financial data
  2. Establishing financial goals
  3. Auditing and analyzing the portfolio
  4. Recommending a financial plan
  5. Implementing the plan
  6. Monitoring and reporting on the plan

Where are you on the journey of building your financial pyramid?

1. Managing your money

When building your pyramid, the base is all about financial protection. This means taking care of your daily expenses, housing and transportation, with a focus on survival through stable cash flow and debt management (such as paying off credit card debt). Once you’ve built a secure foundation you can begin moving through all the other levels of the pyramid.

2. Protecting your money

The next step is to build upon your financial protection. Most Canadians live in this level of the pyramid. A 2019 IPSOS Reid study revealed that nearly half of Canadians only have about $500 left after paying bills and debts at the end of each month. You can create a financial safety net by putting any extra dollars into savings and an emergency fund, and buying insurance in case the unexpected happens.

3. Accumulating wealth

Once you’ve mastered day-to-day money management and safety and sustainability, you can shift your focus to accumulating and growing your wealth. You can work with a financial advisor to build your investment portfolio, save for retirement, minimize taxes and pay down debt such as mortgages. Overall, this level is all about planning for your future to accelerate your move to the next level of the pyramid.

4. Preserving wealth

This is where financial independence begins. You’re managing your daily expenses and regularly contributing to emergency funds and savings accounts such as your Registered Retirement Savings Plan (RRSP) and Tax-Free Savings Account (TFSA). Savings at this level relate to your children’s education, long-term care (should you need it) and maybe even that brand new car you’ve always wanted. Your investments and long-term savings accounts are growing, you’ve got a solid retirement plan in place and you’re confident that your wealth will be preserved for years to come.

5. Leaving a legacy

Once you have accumulated your wealth and are confident in your ability to preserve it for your future, you have reached the top of the pyramid! You can enjoy your financial freedom and consider estate planning, taking care of loved ones and leaving a philanthropic legacy.

Topstone International Insurance Brokers Limited

Wonder Capital Group

Being your trusted partner, we deliver the optimal investment solutions by utilizing our deep expertise and experience in every part of the financial ecosystem and leveraging our extensive network with industry experts in the globe.

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One Size Fits One 

Create a Strategy That Works For YOU

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Loyal Clients

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Avg Annual Return

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Experienced Advisors 

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Invested

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How We Work. Our Mission & Values

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Fanancial Services

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Retirement Plans

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Estate Planning

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Impact Investing 

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Risk Management

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Portfolio Management

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Mergers & Acquisitions 

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"I will tell you the secret to getting rich on Wall Street. You try to be greedy when others are fearful. And you try to be fearful when others are greedy."

–Warren Buffett

"What we really want to do is what we are really meant to do. When we do what we are meant to do, money comes to us, doors open for us, we feel useful, and the work we do feels like play to us."

–Julia Cameron

""Many people take no care of their money till they come nearly to the end of it, and others do just the same with their time."

–Johann Wolfgang von Goethe

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Let Us Help You Take Your Money To New Heights

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Blog 

Financial Resources and News

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Contact

Get In Touch

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Carlson Wealth Planning.

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