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Professional Wealth Management Service, Individual Wealth Management Canada: Devries

Devries Financial Group Inc offers professional individual wealth management & financial services in Canada. We provide individual wealth management, retirement and estate planning solutions to high net worth individuals & business professionals in Canada.

http://www.devriesinc.ca/

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Professional Wealth Management Service, Individual Wealth Management Canada: Devries | devriesinc.ca Reviews

https://devriesinc.ca

Devries Financial Group Inc offers professional individual wealth management & financial services in Canada. We provide individual wealth management, retirement and estate planning solutions to high net worth individuals & business professionals in Canada.

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devriesinc.ca devriesinc.ca
1

Retirement & Estate Planning Canada, Financial Wealth Management Service - Devries

http://www.devriesinc.ca/services/index.htm

You are busy balancing a family life with a demanding business or professional career. There's little time to focus on the financial decisions that will help us to live well during our retirement. Devries Financial Group doesn't just manage money. We manage lives. We listen to you. Then we take great care to build and protect your wealth, minimize taxes and position your family to enjoy the benefits of your hard-earned wealth. Our reputation is defined by the strength of our relationship with you. If you...

2

Devries Wealth Management: Independent Financial Advisor and Financial Service Providers

http://www.devriesinc.ca/solutions/index.htm

The decisions you make today will determine your lifestyle tomorrow. Our clients come to us from all points of life. Some are professionals in the early stages of their careers; others are established or business owners with a stable income. Even others are nearing retirement or recently entered into retirement and are looking to preserve a lifetime of building wealth. Click on the category below that best suits you to learn more about making choices today that will build a better tomorrow.

3

Diagnostic Tool: Corporate and Personal Diagnostic Tool – Devries Wealth Management

http://www.devriesinc.ca/library/diagnostic-tool.htm

The questionnaire is designed to assist you in assessing your overall financial position. Our scoring system identifies four general categories ranging from having a significant number of concerns to having your overall planning in excellent shape. You will be given a percentage grade based on your responses. The higher the score, the more confidence you have in your overall planning. What shape is your future in? Try our simple diagnostic tool to score your financial well-being.

4

Professional Wealth Management Service, Individual Wealth Management Canada: Devries

http://www.devriesinc.ca/index.htm

Start building your tomorrows. We are an independent financial services boutique with the experience and tailored approach to meet your personal, professional and business needs. A tailored suite of services and advice. What shape is your future in? Try our simple diagnostic tool to score your financial well-being. Take a few minutes to answer this short series of questions to gain a quick snap-shot of your financial plan.its strengths and areas to improve. Join the Devries Community.

5

Business Exit Strategies Canada ? Devries Financial Group

http://www.devriesinc.ca/solutions/exit-strategies.htm

If you own a business or have a professional practice, a significant part of your planning will include preparing for the eventual transfer or sale of the business. Have you taken the steps to properly value your business? If it's a sale, is it likely to be a share or an asset sale? Have you done the necessary planning to ensure that you will be eligible to use your lifetime capital gains exemption of $750 000? Is your continued involvement after the sale or transfer of your business a consideration?

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Professional Wealth Management Service, Individual Wealth Management Canada: Devries

Start building your tomorrows. We are an independent financial services boutique with the experience and tailored approach to meet your personal, professional and business needs. A tailored suite of services and advice. What shape is your future in? Try our simple diagnostic tool to score your financial well-being. Take a few minutes to answer this short series of questions to gain a quick snap-shot of your financial plan.its strengths and areas to improve. Join the Devries Community.

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