Do you “really” need Life Insurance in your 30s and 40s?
Let’s start with better questions. Are you in a committed relationship? Do you have children? Do you have living parents?...
Welcome to Planningpath Wealth Management
Plan with confidence. Live with clarity.
Our lifestyle and wealth management programs are designed to simplify and enrich the lives of our clients, creating more precious quality time for them, their family and their business. That is why it is always personal, exclusive and exceptional.
About
Planningpath wealth management
A Greater Toronto Area wealth management boutique that differentiates itself by our willingness to look at alternatives to traditional plans offered by the banks to enhance the value we deliver to you.
As a forward thinking agency we understand that our clients’ priorities are different than the generation before them. We concentrate our efforts on being available to our clients, whether at their home or work place, helping them balance the demands of a busy, professional, modern lifestyle.
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Expert Advisor
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Tax Consulting
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Financial Planing
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Inheritance Vs lifetime Gifting
Should I pass my wealth to my loved ones now – or wait until later?
Most wealth is transferred through inheritance. However, with Canadians living longer, inheritances often arrive when heirs are already older and established themselves.
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Business Owners
Unique needs of incorporated business owners, & professional corporations
As an entrepreneur you love what they do, it fuels your spirit. You pursued an opportunity with passion to create something from nothing.
Successful entrepreneurs are good at generating revenue, but some are so wrapped up in day-to-day running that they neglect to organize personal assets separately from business assets and fall short on proactively laying a foundation for moments in their life, which could separate them from their company.
We believe people are motivated by solutions which are meaningful them
- We create an environment to discuss your finances openly
- We help you model different scenarios to manage complexities with clarity
- We align with your Tax & Legal Advisors, so your wealth is transferred with intention—not chance
Portfolio Management
Discreet, strategic, transparent, & tax-efficient investment advice
An investment portfolio is not about the markets, it’s about you. Investments and savings are the engine that powers the family’s financial ship and funds the family desired goals.
Although desired goals vary greatly from person to person to person, they can be organized within a formal investing framework (build, manage and preserve wealth)
Getting Started
Meeting Preparation Documents
We offer a no-fee, no obligation 30-minute evaluation appointment for you to determine if we can work together and experience how we might help you do more with what you have.
- Meeting Checklist
- Financial Perspective
- Cash Flow Summary
- Net-Worth Summary
Testimonials
What Our Customers Say
BUY INSURANCE
Get a quote. Apply & buy here
Links will take you to Providers we have partnered with where you can compare options, and purchase required insurance online.
Travel Insurance
Travel insurance is important to help protect you, your family or visitors to Canada from costs that can occur due to an unforeseen medical emergency during a trip or an unexpected reason to cancel or interrupt a trip.
Health & Dental Insurance
If you’re self-employed or your employer doesn’t provide Health and Dental coverage, you know how quickly medical costs can add up. Expenses not covered by government health plans can multiply quickly, like prescriptions, dental care, vision, specialists and therapists for massage, physiotherapy and acupuncture.
Critical illness Insurance
Simple and affordable protection, if you are diagnosed with a covered illness to receive a lump-sum payment of the amount selected. How you spend it is up to you.
Articles
Latest Blog & Articles
Three creative, fun activities to Raise Money Smart Kids
How financially confident would you be today, if the school system and your parents had taught you lessons in good...
Should You Buy Life Insurance For Your Child?
Life insurance for a child may sound like a strange concept, and an uneasy topic to many parents and grandparents....