Open and contribute at least $25/month pre-authorized contribution (or a $300 lump sum) to a new Mainstreet investment account to receive a $25 gift card!
Receive up to $650 cash back when you open or transfer-in to a Mainstreet investment account as a new wealth member. Add $50 to your cash back by referring a friend to Mainstreet.
*Cash Back Qualification Matrix
| Investment Amount | Cash Back Bonus | With Refer a Friend |
|---|---|---|
| $5,000 - $24,999 | $100 | $150 |
| $25,000 - $99,999 | $200 | $250 |
| $100,000 - $249,999 | $300 | $350 |
| $250,000 - $299,999 | $400 | $450 |
| $300,000+ | $600 | $650 |
Private wealth solutions entail discretionary investment management, meaning that all day-to-day account related activities are handled by your trusted advisor, while professional pension-caliber investment managers perform your portfolio construction, ongoing management, rebalancing, and reporting.
Our Senior Wealth Advisor here at Mainstreet, in partnership with Aviso Wealth, can now provide members with significant investible wealth access to detailed financial plans that include customized strategies for lifetime planning, building and managing capital, tax and estate planning, and succession planning – meeting and succeeding all your financial needs and goals.
Please note that our private wealth solutions are best suited for individuals with $250,000+ available to invest in order to effectively take advantage of the cost saving benefits. Currently, our Private Wealth Solutions are only offered in our Goderich, Chatham, and Middlesex regions.
Lifetime Management
Lifetime planning accounts for everyday management of your cashflow to optimize tax outcomes, prepare for the unexpected and reach your retirement goals. Your advisor will work alongside both our internal and your external specialists, including lawyers and accountants, to ensure a seamless process in aligning and achieving your goals.
Building and Managing Capital
Simply put – Our goal is to grow your capital. This means that our customized investment strategies work to maximize the money put in by choosing the right portfolios (such as stocks, bonds, pooled funds, and ETF’s) to balance risk and return and help reduce the tax burden. Our regular reviews then assess performance and any changes to your financial situation to manage your current and future capital accordingly.
Estate Planning
Estate planning ensures that your personal assets are handled accordingly for future events. The goal is to alleviate as much exposure to taxes, liability, and probate as possible to protect and share what you’ve built.
Succession Planning
This is where we focus on the future of your business. Succession planning ensures that upon your departure, there is a clear direction for where the business should go, including preservation of business values and relationships, leadership roles, employee retention, and more.
Mainstreet's Private Wealth Management Advisors
Cameron Brown - CFP® Sarnia-Lambton
Marc Pranger - CFP®, RIS Middlesex, Chatham, and Goderich