At CI Eaton Private Wealth, we look beyond investments to provide advice and coordinated strategies for your entire wealth picture, no matter how complex it may be.
Through a robust process, we uncover your financial goals and risk tolerance in order to create a customized financial plan, which could include retirement planning, education funding, insurance review, and guidance in a number of other planning areas. Your financial plan will evolve as your needs do, remaining aligned with your investment goals and planning objectives.
We help you to clarify your wealth transfer, charitable and asset protection priorities, and provide guidance to help ensure your estate plan aligns with those goals. We analyze estate tax implications and evaluate tax reduction strategies. We work closely with your estate planning attorney to develop a plan that syncs with your objectives and serves as a lasting reflection of your values.
Charitable planning is multi-dimensional and should be thoughtfully integrated into financial and estate planning discussions. Philanthropy may be motivated by community impact, family participation, tax benefits or a combination of other factors. We help you consider these dynamics and explore how to best achieve your overarching goals.
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