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.
Contact our Senior Wealth Advisor to get started
Marc Pranger - CFP®, RIS
Senior Wealth Advisor | Financial Planner
Aviso Wealth
Marc is a Certified Financial Planner® and a Responsible Investment Specialist® professional as accredited by FP Canada and the Responsible Investment Association. Marc has adopted an innovative investment philosophy during his 7+ years within the financial industry and believes in the utmost importance of creating a financial plan first to ensure you are always investing with a clear goal and purpose. Through planning, Marc’s goal is to "disinherit the CRA" through tax minimization strategies for retirement cash flow and wealth accumulation plans, so you can work because you want to - not because you have to - while leaving the legacy you desire.
Marc began his career with Mainstreet in 2016, and during this time has had the opportunity to gain experience across a variety of personal and business financial services including lending, mutual fund, stock, bond and ETF advice, tax and estate strategies and more. Marc completed his studies in Business and Finance where he focused on retirement planning, estate planning, personal and business taxation, investments offered in Canada and many other financial topics helpful to his role today. He has since continued his studies through the Canadian Securities Institute and Financial Planning Canada of Canada to obtain his licenses and the designations. Marc is a life-long learner who provides his member’s the comfort of being up to date on the latest economic and industry trends. He firmly believes that his member’s interests are best served by continuously educating them on investment, tax, and estate strategies to ensure their investments are working for them. As a financial planner at heart, Marc loves to rework numbers and find the best plan tailored specifically to each client.
Book a meeting with MarcIIROC Advisor Report