The next generation of wealth

We know that the wealth you’ve built means the world to you, and that choosing an investment advisor you can trust to protect and grow your legacy is important to your peace of mind. Trying to navigate alone through a fast-paced world often leads to sleepless nights as you worry about financial security for your family and your business. By partnering with Baillie Wealth Management, you can take comfort in knowing that our disciplined planning solutions are designed to help you sleep well at night.

Creating your financial plan is about more than managing your investments. It begins with a thorough understanding of what’s important to you – this is the foundation of your plan that we’ll use to customize strategies which consider your entire financial picture, to prepare for your long-term goals and lifestyle choices. We’ll regularly review and adjust your plan as your life unfolds and your needs evolve.

Whether crafting a plan for retirement or ensuring your legacy can be passed on to another generation, we receive dedicated support from Richardson Wealth’s Wealth and Estate Planning team of in-house lawyers, accountants, insurance professionals, tax experts and estate planners to address changing needs that arise as your life progresses.

Our passion is helping you transition through your financial life with ease. We’ll help you tune out the noise and focus on creating a long-term plan to navigate through uncertain times and weather the storms that come your way with confidence. Our expertise is in discovering solutions that allow you to live life on your own terms and look to the future with anticipation.

Share your dreams with us – and we’ll provide the plan to help you achieve them.

 

Please contact us to learn how we can help protect and enhance what's most important to you.

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Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


2021 year-end tax planning checklist

Effective wealth planning takes place throughout the year. However, you can take some key steps before the end of the year and early in the new year from a tax-planning perspective that can make a positive impact on your overall finances.

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Protect your finances by choosing a Trusted Contact Person

Elder abuse affects hundreds of thousands of people every year, and often goes undetected or unreported. Sadly, elder abuse can happen at home or in any community setting and can be caused by family, friends, paid care providers, staff or any person in a position of authority and trust. It’s not just physical abuse – for many seniors, it’s their financial savings that are at risk. Investment advisors often hold a place of trust and have a responsibility to ensure that the best interests of clients – particularly those that are vulnerable – are protected.

That’s why the Canadian Securities Administrators recently introduced a new industry standard – a Trusted Contact Person (TCP) – to help investment advisors protect their vulnerable clients. A TCP is someone who can be contacted if an advisor feels their client is being exploited or experiencing financial abuse.

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Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

10 January 2022
How does a bull run end?
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13 December 2021
Top 10 of 2021
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January 2022
2021 Recap and 2022 Market Outlook
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