Are You Tax Smart?
At Canuel Family Wealth, our approach is built on accountability, transparency, and excellence. Principles that guide us in delivering a personalized family office experience that goes beyond the numbers.
We see the big picture and design a long-term roadmap that aligns with what matters most to you, today, tomorrow, and for generations to come.
Our process
Welcome to our family-office approach to wealth management. Our process, which is our commitment to you, is based on our values of accountability, transparency, and excellence.
Discovery and Fit
Our initial step involves having a conversation with you and your family to establish a connection and determine if we're the right fit.
We aim to understand your personal and financial complexities, along with the dreams you envision for yourself, the family you lead, and the legacy you wish to leave behind.
Following our assessment of fit we will schedule our second meeting.
Your Personalized Financial Plan
In the week following our initial meeting, we will develop and present a financial strategy tailored exclusively to you, allowing us to collaboratively:
Implement effective tax planning strategies
Address your income needs
Engage our expert partners at RBC to enhance the plan
Strategize for your retirement
Once you have a clear understanding of your strategy, we'll implement your plan.
Implementing a tax-efficient portfolio
Combining your plan and our wealth philosophy we will craft your portfolio.
Our wealth philosophy is built on 4 pillars:
Tax-Efficiency: Prioritizing tax-efficient returns
Capital Preservation: Safeguarding and growing your wealth with a focus on stability
Discipline: Adhering to a structured approach in various market conditions
Value: Selecting investments with compelling pricing
Ongoing Support
With your groundwork established, we'll provide you with a service plan for the upcoming 12 months which includes:
Financial plan progress reviews
Investment performance reviews
Engagements with our expert partners
End-of-year tax planning
Guidance grounded in understanding, trust, and experience
Who we help
Business owners
We alleviate financial uncertainty by structuring tax-efficient, income-maximizing strategies for growth and succession planning.
Busy families and professionals
Juggling career and family? We manage your finances so you can focus on what matters—peace of mind while building your future and cherished memories.
Pre-retirees & retirees
Retirement planning optimizes your after-tax income, ensuring you enjoy the lifestyle you’ve earned—whether preparing for or already in retirement.