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Welcome to Latitude Wealth Management
Time is precious. Let us help you use your time and money wisely.
Latitude Wealth Management was created to provide effective and smart solutions for its clients. We believe our role to our clients is to be their “contact point” to the Financial Services Industry. Our objective is to create a strategic plan to accumulate and manage your wealth today. At Latitude Wealth Management, you can rest assured knowing you have a company with 25 years of experience working directly for you and your future.
Our Firm provides wealth management and financial planning services to families, professionals, business owners, and retirees. We utilize a team approach in developing and implementing a customized Plan driven by a goals based capital needs analysis.
Our Mission is to partner with clients to enable them to achieve their financial goals through objective planning and management of investment assets. Our purpose is to help build, manage and preserve your wealth. Our success is not measured by performance statistics but rather by our clients' success in achieving their goals.
Our Clients share our vision that by coordinating and managing today's financial decisions they can achieve their goals for tomorrow.
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.
I work with clients, providing exceptional consulting services that are catered specifically to their needs. Take a look below at the services I offer and get in touch to achieve immediate results.
The Path to Success
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.
A Comprehensive Approach
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.
ASSET ALLOCATION RECOMMENDATION
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.
We believe that it is important for our clients to be well-informed. Listed below are a few articles that we think relevant to a solid financial plan.
If you are an average Canadian homeowner, then 70% of all the wealth you have on this planet is sitting in one asset, in one location, on one street - in your house. Is this smart?
Utilizing the Trapped Equity in Your Home
An RRSP is a generous gift for you from the government. In exchange for your willingness to save for your retirement in a registered plan, the government is willing to . . .
Why RRSPs are vital to your retirement
Most insurance and financial experts will tell you that an individual life insurance policy may be preferable to a credit insurance policy. Here are the key differences between the two types of insurance.
Mortgage life insurance
Most people insure their material possessions or their homes and cars, for example. But many of these same people don't insure what is probably their most valuable asset ó their ability to work and earn income.
The Tax Free Savings Account is an account that provides tax benefits for saving in Canada. Contributions to a TFSA are not deductible for income tax purposes. Even investment income, including capital gains, earned in a TFSA are not taxed, even when withdrawn.
An RESP is a flexible investment plan designed to provide parents, grandparents, and relatives and friends a tax effective way of saving for a child’s post-secondary education. Its flexibility allows you to hold a wide variety of investments so you can try to achieve the best growth and income.
Contact me today and see what I can do for you. - Looking forward to connecting - Rob Stonall
3600 4 St SE, Calgary, AB T2G 2W3