What we do

Managing cash flow efficiently

- Cash Flow Analysis

- Secured Lending

- Residential Lending

- Tax-efficient Income Planning

Optimizing your retirement

Managing cash flow efficiently

- Customized Investment Programs

- Portfolio Construction and Oversight

- Total Return Strategies

- Guaranteed Income Solutions

- Dynamic Withdrawal Strategies

Preparing for the unexpected

Managing cash flow efficiently

Preparing for the unexpected

- Concentrated Holding Review

- Income and Wealth Protection (Insurance)

- Estate Liquidity Needs

- Estate & Trust Advisory (Wills & POA)

- Living Benefits

Sharing your Wealth

Planning your major expenditures

Preparing for the unexpected

- Intergenerational Wealth Planning and Transfer

- Philanthropic Planning

- Charitable Trusts

- Donor Advised Funds

Beneficiary/ Heir Financial Literacy

Planning your major expenditures

- Credit and Liquidity Solutions

- Education Planning

- Investment Property Structuring

- Recreational Property Planning

Maximizing your business success

Planning your major expenditures

- Personal and Corporate Tax Integration

- Optimizing Corporate Investment

- Pre-liquidity Planning

- Business Succession

How we do it

STEP ONE

STEP THREE

STEP ONE

Overview: We will talk about your lifestyle, goals, plans, investments and finances. This helps us learn how to best meet your needs.

STEP TWO

STEP THREE

STEP ONE

Insight: Next, we will use our detailed data collection tools to create an accurate picture of your current situation.

STEP THREE

Preparation: We will consult a team of experts, including any personal advisors you may have, for additional analysis.

STEP FOUR

STEP THREE

Presentation: We will present you with your complete financial plan and explain how we can help you get you from here to there.

STEP FIVE

STEP FOUR

STEP FIVE

Implementation: Once you agree to the approach, we will take care of the paperwork and implement your plan.

STEP SIX

STEP FOUR

STEP FIVE

Review: We will monitor your plan regularly. If your situation changes, we will be there with the advice needed for you to stay on course.

Products and Services

Investment

Banking and Lending

Guaranteed Investment Funds, Mutual Funds, Portfolio Funds, RSPs, RESPs, RDSPs, GICs, Tax Advantages Funds, and Tax-Free Saving Accounts.

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Banking and Lending

Chequing, Saving, Credit Cards and All in One Accounts.

Loans, Lines of Credits and Mortgages.

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Insurance

Banking and Lending

Insurance

Critical Illness, Disability, Group Insurance, Life, Long Term Care, Personal Health and Personal Dental.

Find out more

What we do

Managing cash flow efficiently

Managing cash flow efficiently

Managing cash flow efficiently

Optimizing your retirement

Managing cash flow efficiently

Managing cash flow efficiently

Preparing for the unexpected

Managing cash flow efficiently

Preparing for the unexpected

Sharing your Wealth

Planning your major expenditures

Preparing for the unexpected

Planning your major expenditures

Planning your major expenditures

Planning your major expenditures

Maximizing your business success

Planning your major expenditures

Planning your major expenditures

How we do it

STEP ONE

STEP THREE

STEP ONE

STEP TWO

STEP THREE

STEP ONE

STEP THREE

STEP THREE

STEP THREE

STEP FOUR

STEP FOUR

STEP THREE

STEP FIVE

STEP FOUR

STEP FIVE

STEP SIX

STEP FOUR

STEP FIVE

Products and Services

Investment

Banking and Lending

Banking and Lending

Banking and Lending

Banking and Lending

Banking and Lending

Insurance

Banking and Lending

Insurance

Life-long financial health comes from a well-constructed financial plan

Vermeeren & Associates Team

Your plan will be tailored to your wealth, goals and aspirations. During regular reviews with you, we can update or adjust elements needed to respond to major changes in your own personal circumstances.

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