Advice you can trust, results that inspire.
At Presman Wealth, it’s not enough to simply provide GICs or guidance for your portfolio, we strive for excellence and offer integrated solutions customized to you. As a CERTIFIED FINANCIAL PLANNER®, our approach is collaborative and embraces the values of kindness and patience. With clear explanations, coaching and sound advice, we will help you achieve your financial goals.
WHAT WE DO
Tax Planning
We offer services and advice to help you maximize your tax return by optimizing your investments such as TFSAs and RRSPs. We will help you be prepared for tax-time by explaining exactly what to expect.
Asset Management
Keep your investment portfolio on track with a solid plan to capitalize on the good-times and keep you safe during the turbulent ones.
Retirement & Cashflow Management
Let us help you achieve your retirement goals whether you’re retired or hope to be one day. We plan to maximize your retirement income and keep it safe for when you need it.
Estate & Legacy Management
Our Legacy and Estate Plans are designed to educate, advise and give you peace-of-mind. We will keep your wealth going where you intend it to go.
A CLIENT-FIRST APPROACH
There are no guarantees in life and everyone’s set of circumstances is different. There also is no single tried-and-true formula for every situation, so we design a plan specific to your needs and requirements. Our commitment to your financial prosperity drives us to go the extra mile.
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15+
YEARS OF
EXPERIENCE
$100M
IN ASSET MANAGEMENT
300+
CLIENTS AND INVESTMENTS
ADVISORS THAT ARE
HERE FOR YOU
We are here for you and understand wealth management isn’t everyone’s forte. That’s why we strive to understand your goals and help you achieve them. As a CFP®, we can work together to navigate your financial decisions in all capacities.
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START YOUR JOURNEY WITH US
No matter what stage you are in on your wealth management journey, we hope to inspire you to financial success. It all starts with knowledgeable advice. At Presman, not only do we have a passion to help you manage your finances, we also have a passion to inspire you to understand them. Click below to get started.
CONTACT US
Know Your Advisor: Advisor Report
