Pillar Wealth Group

Established Family

Families with older children need a wise cash flow management plan to help contend with rising expenses.
Protecting your family

No financial strategy is complete without a plan to protect loved one from financial loss.
Your investments

Wise asset allocation and careful investment selection are key to a well-balanced portfolio.
Your Legacy

A detailed estate plan creates a legacy that can benefit your heirs in many ways.
Your Retirement

Retirement today comes with many possibilities. We can help you make the most of every opportunity.
Young family

A wise financial strategy can help keep a growing family on track during all the "growing-up" years.
Retiree

Careful planning can help ensure the highest income level to make your retirement dreams a reality.
Starting Out

Starting out with a firm financial foundation is a great strategy for building a solid relationship.
Your child's education

Few things in life are more rewarding than helping the next generation get a great education.
Single

When life situations change a good financial strategy can help to lower the stress.
Income Tax Planning

Minimizing taxes through carefully planning is one of the most powerful financial strategies available today.
Running a Business

Running a successful business can be one of life's most rewarding experiences.

Mission Statement

Mission Statement | Pillar Wealth Group

Building your wealth and prosperity through strategic financial planning and tailored management; all while delivering a sense of security and peace of mind to our client.

Our team specializes in the wealth management of entrepreneurs, professionals, and high net worth families. We provide planning solutions to ensuring our clients long-term goals are achieved. Reliable and consistent performance is our expectation for our clients. We look forward to developing a long term relationship with our client built off trust and accountability.

Market Highs vs Your Goals

Posted: October 7, 2024

investment planning

As Canadian and US stock market indexes hit new highs this year, many investors began expressing anxiety about a possible ‘correction’. Financial media personalities have also been speculating about the timing of correction from these recent market highs – following a strong run over the past year...

Basics For a Wise Financial Strategy

Posted: October 7, 2024

financial strategy

Before a sky scraper can reach for the clouds, it needs a very strong foundation. Once the building is complete, the foundation is virtually unseen. The same goes for our financial strategies. Following are the basics of a strong financial foundation: Budget – Governments and businesses use budgets...

Your Legacy Plan and Charitable Giving

Posted: October 7, 2024

estate planning

Recently, a client wanted to leave all their money to two charities through their Will. They wanted to leave a legacy to a few charities, and they didn't have any close family members. Here is her situation: Age 80, $550,000 in savings (75% non-registered and TFSA), with income of $70,000 annually...

HOW WE HELP

Established Family

You are more experienced now, your bank account is larger, and it is easier to think further ahead. Paying...

Protecting your family

Without barely a moment's thought, you would protect your family from an immediate threat. But would make...

Your investments

Do you ever feel like life is too automated? Maybe you’re suspicious of the cruise control feature on your...

Mission Statement

Building your wealth and prosperity through strategic financial planning and tailored management; all while delivering a sense of security and peace of mind to our client.