Experience a
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Collaborative
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Forward-Thinking
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Detail-Oriented
Approach to Comprehensive Wealth Planning
Welcome to Parkland Wealth
Unfolding the Complications of Your Finances, So You Can Enjoy the Life You've Built
If you’re local to Saskatchewan, you know just how much we value education, our community, and being intentional in how we live. We’re also passionate about doing what we love — from running small businesses to spending quality time with our families. And, at the center of it all is the importance of our finances and the ability to manage them in a simple, straightforward manner.
That’s why at Parkland Wealth we help individuals navigate their financial picture so they can continue to work hard and live well, all while knowing their legacy is well taken care of. From agricultural professionals to small business owners, we design personalized financial plans to support and protect your lifestyle today and for years to come.
Simplifying Your Finances Through Services Including:
Wealth Management
Achieving your financial goals begins with taking an in-depth look at where you are now and where you want to be in the future. With the help of our experienced team, you’ll have access to unique strategies and solutions to develop a portfolio designed according to your unique needs, circumstances, and risk tolerance. As well as a tax strategy to insure efficiencies every step of the way.
Risk Management
From premature death to a sudden major illness or even job loss, risk management takes into account the protection against unexpected life events that could derail your financial plan. We work with you to assess the areas of your life that hold risk and personalize your financial plan to mitigate these risks in the most efficient way possible.
Estate & Legacy Planning
You’ve spent your career building a legacy that you have specific intentions for. That’s why alongside your attorney and established team of professionals, we will work to develop and/or maintain an estate plan that incorporates your long-term desires for your wealth and your family.
Charitable Giving
Integrating charitable giving as part of your financial plan is a great way to ensure that your values are passed on to the next generation. We will work with you to carefully construct a plan that represents what is most important to you and your family to create a tax-efficient and lasting legacy.
Intergenerational Wealth Transfer
You have spent your life building and sacrificing to create your business and/or build your wealth. When it comes time to pass this wealth on to the next generation, there are many things to consider. Together, we will address inheritance, taxes, legacy, business succession and the details necessary to ensure the next generation has the tools to continue growing what you have built.
Business Succession
The manner in which you exit your business is crucial in laying down the foundation for your overall financial plan. Whether it is passed on to family or taken over by a third party, we’ll evaluate your options and navigate through the transaction to make sure you are in the best position possible. We will work with your team of professionals to accomplish the following:
- Minimize Taxation
- Understand Shareholder Agreements and Corporations
- Utilize Any Exemptions or Benefits Available to You
- Simplify Your Options
Consider Us Your Neighborhood Financial Planner
Whether you’re local to us in Yorkton, or elsewhere in Western Canada, we look forward to applying knowledge, passion and research-oriented insight to strengthen your financial and personal life.