Eagle Wealth Counsel

what we do: after operating in the financial services industry for over 20+ years, we have observed a problem in how canadians receive financial advice. to put it simply, the typical affluent canadian investor receives advice from professionals that speak only to the areas in which those professionals specialize, or are compensated. while i do not believe this represents a conflict of interest, i do believe that a problem exists where the four pillars, 1) asset protection and estate planning, 2) retirement income planning, 3) investment planning, and 4) tax planning are most often not considered in full view of each other. we work with clients in order to integrate all four pillars into their financial planning strategy. how we do it: our team works with you to build a retirement income plan that is optimized from a tax standpoint. first, we determine what we call your great goals in life; then, we build the most tax-efficient cash flow plan possible. this is usually done by maxim