latitude - scope for freedom of e.g. action or thought; freedom from restriction

The Services You Need

When you speak to a Financial Advisor with Latitude Wealth Management you can rest assured that we will listen to better understand your current financial situation, your goals, and your risk/return comfort level. Then, we deliver the financial advisory services you need.

Debt Reduction

Debt is a major problem for many Canadian families. It can be a source of tension and, in extreme cases, even divorce. We will give advice on managing debt and recommend proven strategies that help our clients get out of debt years sooner.

Insurance Services

Insurance is one of the most important aspects of a well thought out Financial Plan. In case of injury, illness, or death, liabilities such as mortgage and car payments, living expenses, final expenses and children’s education must be considered. We look at several different factors to determine the exact need and type of insurance required.

Wealth Management

Our Wealth Management service (financial planning-based investment management) starts with a series of in-depth conversations with a Financial Advisor. Using our Financial Questionnaire we will discuss your comfort level with risk, time frame and objectives, which we review with you to ensure it reflects your needs and sets the foundation for how we will allocate your assets between various investment classes.

Using this document as a guide, we proceed to develop a plan for you and your family that identifies the specific investment criteria and strategies we will utilize on your behalf based on our careful review of available investment options, taxation, costs, risk and of course, expected performance.