WHO WE ARE

We are Wealth Strategists. The most successful businesses in history were built by strategists. Architects, with a vision and a goal, who carefully assemble, piece by piece, the winning formula. Their goal is simple; to grow or build, protect, and then transition their business. Wealth planning is no different.

Finuity Wealth is comprised from Financial, Unity, and Acuity. The U in Finuity is our focal point and is synonymous with you, the client, as the centric focus in our process. We are experts in the tools of the trade that can be used to help design the strategy to help you accumulate, protect, and transition your wealth.

Contact us to arrange for your strategy development session to ensure that you don’t have to earn your money twice.

BOOK A STRATEGY SESSION NOW

THE FINUITY APPROACH

We focus our attention on helping you do three things:
Accumulate, Protect and Transition your wealth.

This process begins with a thorough analysis of your current situation and future goals. We then create an APT (Accumulation, Protection and Transition) Blueprint using our customized Wealth Management Report. This report helps us ensure your assets are being strategically placed in the right areas to ensure your goals are met in both the short and long term. We then continually meet to ensure the report is up to date and you are on track to meet your goals.

GET YOUR WEALTH MANAGEMENT REPORT

 ACCUMULATE

Wealth accumulation is more than just investment advice. We see ourselves as quarterbacks, executing a game plan to ensure that your money will meet your current and future needs. To accomplish this, we conduct a thorough analysis of your current situation, then we we bring together the right professionals (accountants, lawyers, investment managers, and tax specialists) to help us understand the best approach to managing your wealth given your unique circumstance. We consult the experts. We develop the plan. We execute the plan. And we continually monitor the best practices and products available to ensure that we are always maximizing your wealth.

FAMILIES
BUSINESS
RETIREES
LET’S STRATEGIZE

 PROTECT

Building wealth is important but protecting that wealth is paramount. You have accumulated significant personal wealth and managing it can be complex. At the same time, having substantial resources presents you with unique choices to be creative in how you grow, preserve, protect, transfer and distribute your wealth all with the overlay of minimizing both risk and taxes. We work closely with you to identify your wealth protection needs in light of your assets, liabilities, income, family and dependants. We then formulate a long-term strategy to ensure that you have the requisite cover to protect your financial position in the event of an unexpected tragedy.

LET’S STRATEGIZE
FAMILIES
BUSINESS
RETIREES

 TRANSITION

You have spent a lifetime accumulating and protecting your wealth and, in that lifetime, you have also thought about how you would like that wealth to be passed on. Transition planning puts those plans to paper, allowing you to make a difference through the gifts you leave in your plan for loved ones and charities.

We have access to some unique planning tools that ensure your assets are passed on how you like as tax effectively as possible. We also ensure that your lawyers and accountants are in line with these plans to ensure the transition of your wealth and/or execution of your estate is as efficient as possible for those handling it.

One of these tools is an estate settlement program which may be of interest as it has the ability to reduce the enormous amount of work and responsibility that happens once your estate is created and your Will takes effect.

FAMILY
BUSINESS
RETIREES
LET’S STRATEGIZE

OUR FIRM

A team is ultimately the sum of its parts. It will succeed only to the extent that all of the players contribute their unique skills and, collectively, they achieve the exceptional. As sports fans, we understand this intuitively. Our team has been hand picked to provide the ultimate strategic advisory service to our customers. You’ll know from first contact that you and your finances are in the care of a different kind of firm. That’s the Finuity Wealth difference. 

SCOTT ROBERTSON, CFP, CHS
SCOTT ROBERTSON, CFP, CHSPartner
Entering the industry in July 2001 with one of Canada’s largest financial companies, Scott was eager to put to use his training and education…
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DEREK NICOLL, CFP, CHS, RWM
DEREK NICOLL, CFP, CHS, RWMPartner
Since entering the industry in 2002, Derek has spent time his years of experience split between building client relationships as an advisor…
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LIANNA YOUNG
LIANNA YOUNGOffice Manager
Having worked with a few different firms in her 12 year financial industry tenure, Lianna has continuously built her knowledge and administrative…
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BUILD YOUR STRATEGY

“First comes thought; then organization of that thought, into ideas and plans; then transformation of those plans into reality. The beginning, as you will observe, is in your imagination.” ― Napoleon Hill

Here’s what you can expect when you engage with Derek and Scott to develop your wealth plan:

  • An introductory meeting to ensure we are a good fit to work together

  • A discovery session to learn about your current situation, identify your priorities and discuss your goals

  • An Accumulation, Protection and Transition blueprint designed using our unique savings analysis tool

  • Implementation and regular monitoring of your plan

LET’S BUILD YOUR STRATEGY

“First comes thought; then organization of that thought, into ideas and plans; then transformation of those plans into reality. The beginning, as you will observe, is in your imagination.” ― Napoleon Hill

Here’s what you can expect when you engage our Derek and Scott to develop your wealth plan:

  • An introductory meeting to ensure we are a good fit to work together

  • A discovery session to learn about your current situation, identify your priorities and discuss your goals

  • An Accumulation, Protection and Transition blueprint designed using our unique savings analysis tool

  • Implementation and regular monitoring of your plan

LET’S STRATEGIZE

FIND US

35 Renault Crescent, Suite 200
St. Albert, AB  T8N 4B7

587.689.2450  (Office)
587.689.2456  (Fax)

info@finuity.ca

LET’S STRATEGIZE

FIND US

35 Renault Crescent, Suite 200
St. Albert, AB  T8N 4B7

587.689.2450  (Office)
587.689.2456  (Fax)

info@finuity.ca