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Sirius Financial Services

Planning ServicesPersonal Wealth Preservation

Risk Assessment
An examination of RISKS and opportunities is important to the continued growth of your assets. A "big picture" review helps match your objectives with probable outcomes.

Wealth Preservation
As you continue to increase your wealth you may want to explore some strategies that minimize the risk of the wealth you have created. Tax planning is an essential component of the process. Your professional advisors work as a team to develop strategies that work together to achieve your objectives.

Wealth Transfer
It is important to implement an orderly and tax-efficient plan to achieve the objectives for disbursement of assets. Your objective may be to transfer your assets during your lifetime or after your death. A plan to ensure your continued freedom and security during your lifetime is a first step in considering how you choose to disburse the wealth you have accumulated. Tax planning is an essential component of the process. Your professional advisors work as a team in developing strategies that work together to achieve your objectives.

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Sirius Financial Services, 334 MacLaren Street, Suite 101, Ottawa  ON  K2P 0M6
Telephone: (613) 231-8603  |  Fax: (613) 231-8607