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Wealth Planning

Your full financial picture in focus
Wealth Planning

A solid financial plan eases financial complexity and prioritizes areas of planning to help you meet your goals.  


Your aspirations are at the heart of our wealth planning offering. As changes in your life occur, we are there alongside you to review and advise as your objectives and goals evolve.

What we do

  • Provide strategies to help maximize your income now and in retirement
  • Help ensure your business is positioned to survive the next major crisis
  • Assess the current and projected future value of your estate
  • Explore ways to transfer wealth and foster stewardship with the next generation
  • Identify potential risks you may be exposed to and identify strategies that can protect you and your family
  • Investigate the long term growth potential of different investment scenarios
  • Identify strategies to minimize taxes and maximize opportunities for charitable giving
  • Optimize your investment strategy to stay on track with your goals

How we do wealth planning

  • Goals Discovery

    We start by discussing your priorities, lifestyle, retirement goals and the legacy that you envision.

  • Financial Situation Review

    We holistically assess your current and projected future financial situation, incorporating various inputs and scenarios.

  • Wealth Plan

    We prepare a detailed analysis with projections and recommendations aimed at helping you achieve your goals.

  • Plan Review

    We regularly review your financial plan to ensure it stays on track to help you meet your goals and account for any changes in your personal, business or financial situation.

Wealth Plan

Life is complex and full of changes. A solid wealth strategy is more than just income and expenses, it focuses on your life and brings clarity to your financial path.

Spending Scenarios

Spending scenarios include different projections to show you variations of your base case. This provides key insights into how small changes can make a big difference.

Rate of Return Scenarios

Reviewing the range of possible returns is critical to helping you plan to take advantage of the good times, and be secure in down markets.

Investments Analysis

Your risk tolerance can change as quickly as your life circumstances. Your team at Gluskin Sheff will ensure your investment portfolio evolves with you.

Cash Flow Projections

Your current and long term purchasing power directly impacts your lifestyle. Your wealth plan will help clarify cash inflows and outflows empowering you to make informed decisions.

Net Worth Analysis

Starting with your current financial situation, a wealth plan will forecast your net worth by factoring in different variables. This will help us understand the impact of every circumstance.

Tax & Estate Analysis

Tax and wealth transfer strategies are important components of a holistic wealth plan. The process of developing your personalized wealth plan includes tax and estate considerations.

Understand what you can control

Your wealth plan can deliver clarity and value unique to you, helping you achieve your goals and prepare for life’s unexpected challenges.

Full Control
  • Saving and spending habits
  • Asset allocation, estate planning and structuring
Some Control
  • Employment earnings and career duration
  • Health and longevity
No Control
  • Economic and market conditions
  • Tax rates and policy changes

We consider a range of factors to help streamline your financial strategy and support your vision.

Start your wealth plan today

Review wealth strategies tailored to your life and goals with an experienced wealth professional.

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Create a legacy that lasts

The Gluskin Sheff Foundation for Philanthropy is a seamless way to build your legacy and support the causes that matter most to you.

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