- Carleton financial services Inc.
We are a full-service financial services firm, but that doesn’t come anywhere close to describing what we truly do for our clients. And while we absolutely provide retirement planning, asset management, legacy planning, corporate planning and tax & estate planning services, to stop there in defining what we do would be a disservice to the many clients we’ve served over the last 25 years.
Carleton Financial Services Inc. takes a very decisive approach to some very complex situations – we ensure that there is absolute clarity, and then help our clients act on that clarity.
Our business surprisingly has very little to do with the products and services we provide; it is very much about understanding what’s behind the concerns, aspirations or fears that you may have, and then ensuring you have the support you need to act with confidence on what’s most important to you.
We’re wealth coaches. And like any coach, our job is to ensure that you play your strongest financial long game – the game where you get the results you want, and sometimes the results you never even thought possible.
Planning for retirement really orients around the activities you expect to be doing, and the finances that will be required to allow it.
Clarifying your risks so you can act on them judiciously and deliberately is at the heart of great wealth management.
We’ve been managing all kinds of asset classes for our clients for years, and the experience that we’ve earned is the experience that we share with our clients.
A special area of expertise at Carleton Financial Services Inc. is in working with our clients who own businesses, especially when it comes to the unique challenges and opportunities of private corporations.
Having a deep understanding of how tax works in Canada can be a tremendous asset when it comes to getting the most out of the value of your assets, and transitioning wealth between generations.
Employee benefits speak volumes about a business, about its leadership, and about the future potential of a firm.
We have clients from many walks of life, and one of the areas where our clients have come to rely on us especially, is when dealing with the unique situations business owners have.
If you’re a business owner, then we share some common concerns. Your financial success is almost entirely on your own shoulders – there’s no paycheck unless you make sure of it. Your time is in demand, just like ours – so we understand that you want to make sure people are clear and then can take action quickly. You have more considerations to address when planning your financial future than other people, and that complexity deserves careful attention. You also have some flexibility and options that other people don’t have, and that means that there are some unique opportunities to be explored as well.
There are also some really specific issues that, if they are handled well, can make a big impact. For example, how do you make the most out of your compensation strategy and design it to serve your needs, and the business needs? What Business Transition Plans have you crafted? Are you maximizing the value of your business?
What’s really important is this; as a business owner your life is different, your responsibilities are different and your options are different. And perhaps what’s most important is that we understand those differences, and know how to work with those differences.
