Planning services, tailored to your needs.

Good planning helps your wealth support you, but it should also help you support your wealth.

The most important goals are rarely monetary, so it’s vital to uncover and clarify what is important by forming a link with your plan in a way that keeps everything clear, simple and easily managed. That means knowing the right tactics for challenges like risk, tax, and wealth transfer, but it also means having a process for staying on track regardless of developments in your life or in the markets.

How do we plan?

We begin with a thorough understanding of you, your needs, your lifestyle, and your financial goals.

Developing your plan is a collaborative process: at Gerstel Wealth Management, our group works with you to formulate a roadmap, prioritizing your goals, by needs, wants, and aspirations. This allows for a well-rounded portfolio that matches a realistic time frame to meet your goals & liquidity constraints, and efficiently addresses tax considerations, while building a structure founded on suitable investments.

Combined with a risk analysis and assessment of your family wealth continuity plans, we present you with a clear portfolio and wealth plan. Incorporated are the parameters for investment decisions and strategies for more efficient tactics. Solutions are identified to protect your portfolio from unforeseen costs, providing reassurance - in terms of where you are today and how we can help you get to where you want to be.

Why timing is more important than ever for financial planning

Ryan Gerstel joins CTV Chief Financial Commentator Pattie Lovett-Reid for a look at the concerns with a one-sized-fits-all financial plan, especially during retirement. Watch video.