Wealth Maximization Group and Julie Kranitz-Andrade CFP, B.Comm, EPC, CH.F.C :Recovering dollars you didn't know you were losing, so that you won’t outlive your income
Maximizing, Protecting and Simplifying Your Wealth.
-Increasing wealth (present and future Income)
-Decreasing Risk (Risk of higher taxes, market risk, interest rate risk, inflation risk and the risk of living too long or dying too young)
-Usually with no additional out of pocket outlay
We make your money work more efficiently. We help you find the money that you are losing unknowingly and unnecessarily and redirect it back to you !
We provide new strategies for a new era. Our goal is that our clients can:
Spend and enjoy more wealth without the fear of running out
leave their wealth behind for those they love
and experience financial success under multiple scenarios such as changes in the economy, stock market, their health or inflation to name a few.
Call us for a chat to see if we are a good fit to partner with you in Maximizing, Protecting and Simplifying your Wealth.
Mutual Funds provided through FundEX Investments Inc.
RRSP's, TFSA's, RRIF's, LIRA's, Non Registered Investments, Investments, Insurance, Retirement, Estate, Investment and tax planning.
Fee based option available.
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