Why Choose Khorshid Bourgeault & Associates Private Wealth Management?
We are a team of CERTIFIED FINANCIAL PLANNER® professionals that offers you a sophisticated and detailed approach to managing your wealth by creating tailored strategies with tax efficient planning for almost 20 years.
Our team will:
- Simplify your entire financial life
- Create peace of mind by reducing your financial concerns
- Guide you through critical financial events
- Deliver tax-efficient strategies across all aspects that improve your financial position
- Proactively adjust your plan as opportunities are identified
Why We Do What We Do
Our 3 Step Process
Khorshid Bourgeault & Associates are wealth consultants for a select group of successful professionals and business owners who, among other things, aspire to a work-optional lifestyle. We have developed and refined a process that puts all of the pieces of the financial puzzle together for our clients. We will provide clarity for your finances in the midst of the complexity that professionals and business owners must navigate.
Step 1
Private Consult
Explore your current situation
We will learn about you and your current financial complexities to customize our relationship with you.
Clarify your goals and objectives
We will explore your life goals, financial aspirations and any concerns you have for you and your family.
Step 2
Strategy Meeting
Develop a comprehensive plan
We provide bespoke strategies to address both long and short-term needs and then craft an IG Living PlanTM tailored to you and your goals.
Customize your investment program
Managing significant wealth requires a custom asset mix that mitigates risk, seizes opportunities and minimizes taxes.
Step 3
Implementation & Recurring Audit
Implement a holistic strategy
Activate on recommended strategies with a view of the interconnectivity across all dimensions of your life.
Proactively monitor and adjust
As your life and family circumstances change, we work with you to identify and present all relevant scenarios before adjusting your Living Plan.
A holistic view of your wealth and your life
Our financial planning approach incorporates integrated tax and risk management strategies across six key dimensions of your financial life.
Optimizing your retirement
We’ll help manage the risks of retirement, aiming to preserve the capital you’ve built and to create a tax-efficient income stream to support your needs and goals.
Planning for major expenditures
We ensure you have the right plan in place to make your goals a reality – whether this includes education planning, investment or retirement property purchases, or other significant capital requirements.
Managing cash flow efficiently
We examine and continuously evaluate your cash and credit needs, with the goal to deliver the flexibility you require to meet your goals. From detailed cash flow analysis to tax-efficient income planning, we develop strategies tailored to you.
Preparing for the unexpected
We can’t always anticipate the challenges that we may be faced with, but we can plan for them. We’ll help you develop comprehensive risk management strategies to provide for those you care about.
Maximizing your business success
From optimizing corporate investments to business succession planning, we implement strategies that synchronize and enhance your personal and business needs.
Sharing your wealth
Establishing how to share your wealth will allow your legacy to live on for the people and causes you care about, including philanthropy, charitable giving, and intergenerational wealth and estate planning.