Have you aligned your investments with your purpose?
What do you want your money to do for you?
Are your investments aligned with what you want them to do?
Have you tax-optimized your investments?
What’s the surest way to build wealth?
How confident are you that your money is working for you as effectively as possible, and that all your financial affairs are in order?
Your investments should align with your values, your needs, and your life’s purpose.
Are your investments aligned with what you want them to do?
Knowing why you have invested is the first step to knowing if it’s been done properly. Our Asset Dedication approach aligns your investments with your objectives, for the short-term through to long-term. Whether you’re investing for safety, income, growth or to leave a legacy, a one-size approach does NOT fit all.
Future Values Wealth Management of ACPI can help you select what’s appropriate for your unique situation.
Have you tax-optimized your investments?
Canadians are taxed differently on income, dividends and capital gains. We are taxed differently depending on our province of residence. Businesses are taxed differently from individuals. There are different types of tax-sheltered accounts, each with their own limits and restrictions. Have you maximized your options to minimize your taxes?
Future Values Wealth Management of ACPI can help you prepare.
What’s the surest way to build wealth?
It is by owning businesses that are difficult to live without, difficult to compete with and difficult to replicate. Does your existing portfolio use that approach, and incorporate the important values to you? Do you know what you own and why you own it? Have you invested in sustainable, durable businesses, bought a good price? Are you receiving a large and growing share of the profit from those businesses?
Future Values Wealth Management of ACPI can help you develop your ideal portfolio.
Clients tell us their secret fears are losing what they’ve already built,
losing their income and the loss from a single, devasting event.
We enable our clients to make smart decisions about money, take financial care of themselves and their heirs, protect their assets from permanent decline, avoidable taxes and unjust seizure, and magnify their generosity .
Get to know our team. We‘re highly-qualified, experienced financial advisors.
Sterling Rempel
Associate Portfolio Manager, CIM
Sterling Rempel is an Investment Advisor and Associate Portfolio Manager with Future Values Wealth Managment of ACPI. He is a Certified Financial Planner® and Owner of Future Values Estate & Financial Planning.
Trevor Lawrence
Associate Advisor, CIM
Trevor Lawrence has over twenty years of experience as an Investment Advisor and Financial Planner, he can explain complicated financial subject matter in simple terms to make clients feel comfortable with their decisions.
A stress-free path to investment management
1
Call Us
We are happy to discuss where your investments are currently.
2
Get a Plan
Let us help you develop the strategies that work best for you.
3
Implement & Monitor
We are here to serve you along your life’s journey.
Working with Future Values Wealth Management of ACPI, you will gain peace of mind knowing that you are going to be okay.
You don’t have to be rich to invest, but you need to invest to be rich. We can help you at every stage of your journey.