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Personalized Wealth Planning: Expect more from us

Crawford Smith & Swallow offers a variety of comprehensive financial planning services to best serve your needs. Together with your Accountant, our Wealth Management team will work with you to ensure your short and long-term goals are at the forefront during the planning process.

Financial Planning

Whether you are enrolling in post-secondary education, beginning your career, starting to put money away for retirement, or growing your wealth, having a financial plan is an essential tool to ensure that your hard work is safeguarded and to provide clarity for your financial future.

Insurance Planning

Insurance planning is a critical component of every financial plan. It protects your loved ones and assets from unexpected life events. Let our team of dedicated specialists help construct your safety net, ensuring your household's financial resilience.

Retirement Planning

Looking forward to retirement? Let's turn your aspirations into reality. Our skilled wealth management team will work closely with your CPA to design a tax-efficient, sustainable retirement plan.

Estate Planning

Having a plan in place is critical to ensuring that your assets are protected and efficiently transferred. Our in-house CERTIFIED FINANCIAL PLANNER® professionals work with you and your accountant to ensure that your wealth transfer is properly planned for, offering you and your loved ones peace of mind.

Tax Planning

In collaboration with your CPA, our team will identify tax planning strategies tailored to maximize tax efficiency over your lifetime. Together, we will navigate the complexities of tax regulations for your benefit.

Investment Planning

Your financial journey is as unique as you are, which is why we don't believe in a one-size-fits-all approach to investment planning. Instead, our network of professionals is committed to understanding your specific needs, dreams, and objectives to create a highly customized investment strategy for you.

Through a referral arrangement, Crawford Smith & Swallow Wealth Management offers you direct access to TriCert Investment Counsel’s Portfolio Managers who will tailor an investment management strategy that is specific to your unique circumstances. Working with your accountant and financial planner, TriCert Investment Counsel’s Portfolio Managers take a quality sector-based (QSect™) approach to investing.

TriCert Investment Counsel is registered with the securities regulators as a Portfolio Manager and is engaged to provide clients with discretionary portfolio management.

To learn more, visit the TriCert website www.tricert.ca

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