Your vision is our mission
When was the last time you felt inspired about your finances? At Feistmann Wealth Management, you’ll find a safe space to explore what you truly want – beyond building and preserving wealth. We challenge ourselves to go well above traditional wealth offerings to guide and inspire you to live your best life.
Who we are
Fred Feistmann
Erin Bowie
What we do
Cash flow confidence
From investment management and financial planning to intricate tax and complex estate considerations, traditional wealth services are just the beginning of what we offer. At its core, what we do is take away the burden of managing your finances, and replace it with confidence in your financial standing.
Your financial plan
Every client is on a path. Our job is to identify if you’re on the one that leads to your desired destination. Once you’re on the right course, we keep you on track by identifying and performing the myriad required technical tasks along the way – year after year, decade after decade.
Your investments
We are thinking about your capital today, tomorrow, and many tomorrows from now. We provide cash flow confidence by constructing an investment portfolio that provides a tax-efficient, predictable, and growing stream of income – leaving you unburdened to enjoy life.
Your complex needs
As part of Canada’s largest financial institution, we are partnered with industry-leading specialists. With the aid of best-in-class legal, tax, and estate experts, there is no financial problem we cannot solve.
Cash flow planning
Retirement road-mapping
Wealth preservation
Estate and legacy planning
Strategic tax approach
Credit and lending opportunities
Trust services
Philanthropic considerations
What we believe
Your partners, your advocates
Financial freedom means nothing if it comes without the freedom to do what you truly want. As your partners and your advocates, for us, everything starts with bringing your future into focus and helping you develop a personal vision.
We believe in challenging the status quo
How can your wealth enable you to live, not the best life, but your best life? We ask and ask again, until we unearth your deepest aspirations, and work to help you achieve them.
We create a safe space to dream, explore, and take a leap
The only rule we follow when it comes to advising you on your wealth is that what you do aligns with your goals.
We’re committed to you
We apply our investing and financial planning expertise to serve your broader personal vision. The first step: We listen, ask the right questions, and then listen some more.
When a client leaves here more energized, we know we’ve done our job.
—Fred Feistmann
Insights
Where do you want your wealth to take you?
Let’s identify your ideal destination and get you there.
Email:fred.feistmann@rbc.com
Phone:250-372-8181