Approach

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Approach

Your Financial Goals Matter To Us

At SPARK, we pride ourselves on our member-first relationships, offering financial support and advice that our members deserve. 

Our individual approach with each family allows our qualified financial professionals the time to learn about your goals and what’s important to you. Our goal is to ensure your financial strategy is successful over the years to come.

When you work with us, you can be sure that we will always do what is right for you - our valued member-owners. Your financial success is our mandate and our mission, because we are successful when you are successul.

Wealth Planning 101

Building wealth involves more than just picking investments - it is a thoughtful and strategic approach that considers a facets of your lifestyle and your finances. Some key areas of Wealth Planning include:

  • Retirement Planning
  • Investment Planning
  • Estate Planning, and
  • Insurance Planning

Talk to a SPARK Wealth Manager today

Goals-based Planning

When you work with our Wealth Managers, we'll do an in-depth review of your current financial situation to see what matters most to you. Our approach to managing your wealth is detailed, disciplined, comprehensive, and centred around you. We will ask you what you want out of life, who depends on you, and what concerns you the most.

We will develop a plan and a portfolio that outlines your personal wealth strategy and we'll identify any elements that need special attention. From there, we will build and iterate on the plan, and will proactively anticipate what’s next on your financial horizon.

Wealth Planning
Wealth Advice

Working With A Wealth Planner

Meeting with a financial planner is a great step in the right direction. Industry surveys show that seeking help from a financial planner can be a major boost in confidence and families that work closely with one feel assured when it comes to retiring comfortably. 

Sitting down with a financial planner for the first time can feel intimidating. Being prepared for your first meeting will ease any anxiety you may be feeling. If you’re married, sit down together and discuss your dreams or aspirations you have for retirement — both individual and mutual goals. If you’re single, go through the guide we’ve provided and feel free to invite someone you trust to be your sounding board.