Why Choose CS Private Wealth as your personal financial planning
...It is because of our unique talents, industry expertise and most importantly our client focused approach.
Client Focused Approach:
We understand that our role is to add value and complement your existing advisory team (legal, tax, business, etc).
Our philosophy is to create a financial planning strategy that encompases all aspects of your goals while utilizing tools to secure retirement income, preserve capital, enhance yield, and magnify estate values.
How does our Client Focused Approach differ?
Our approach allows us to collaborate with your existing professionals to understand current and future tax obligations, as well as estate proceeds, and transfer of your wealth to beneficiaries or charities.
In understanding your existing financial plans and structures (corporations, trusts, etc.) we can maximize efficiencies in your current retirement income opportunities and future estate plans.
Areas of expertise:
- Term Life Insurance
- Participating Life Insurance
- Universal Life Insurance
- Disability Insurance
- Critical Illness Insurance
- Mutual Funds
- Segregated Funds
- Retirement Planning
- Estate Planning