Understanding how to navigate investments can be daunting and difficult. That’s why at Stratton Wealth, we develop a specific risk profile that’s suited to you based on your risk tolerance and time horizon, and make recommendations based on your financial objectives.

We recommend an asset allocation where we see potential for future growth and attractive current valuations.

We constantly monitor the macro environment to ensure that your investments match your risk profile, and are working for you as hard as we’re working for you.

Life insurance and disability insurance are important components of a client’s financial plan. Whether it’s income protection, estate protection, protection for your family, or money required to pay off a liability, we will help you determine what type of insurance is required for your specific needs.

Retirement planning can be a difficult task with all the variables that need to be taken into consideration to develop a sound retirement plan.

We will come up with a tailored plan for you that is tax efficient and maximizes your Old Age Security and CPP, and considers how much you require to live the retired lifestyle you desire.

We work with many farmers, doctors, and business owners to help them make financial decisions for their corporations. Whether it’s tax strategies, corporate structures, or the investment of excess cash, we can help with it all.

We work with a network of professionals, such as corporate accountants and tax lawyers, that provide their expertise when necessary. We help to guide you through the process so it’s as stress-free as possible.

We help individuals with their taxes as well. There are many strategies that can be implemented to lower your annual tax bill, and we’re here to help you make your taxes as financially efficient as possible.

A good example is advising clients when to prioritize contributions to their RRSP, FHSA, and TFSA.

We’re here to help.

Estate planning involves ensuring there’s a plan for your financial assets and liabilities upon your death.

Tax planning, insurance, wills, and powers of attorney are some of the components involved in estate planning.

Budgeting, cash flow forecasting, debt repayment, mortgages, and rent versus buy analysis are all components of personal financial planning.

Everyday financial decisions can have lasting impacts on your financial health, so we help you navigate these twists and turns.