Retire with Confidence

Calgary Asset Management Solutions

Working with a Certified Financial Planner can help you answer the biggest concerns of professionals when you’re considering or have already entered into retirement. Put your trust in a Calgary asset management professional and let your future unfold with confidence. We’re your guide to investment strategy and when to cash in–based on current investment trends.

ASSOCIATIONS

DESIGNATIONS

Asset Management Solutions for Calgary Professionals

Reconciling Asset Management & Planning

Asset management flows from our financial planning ethos. It’s just a small cog in the machine of financial planning, but we’ll ensure it’s oiled and ready to go.

Active & Passive Asset Management Options

Depending on your needs, conversations you have with us, and much more, we’ll get your investment portfolio in order, and manage in a way that helps you grow your net worth - your way. Oftentimes, passive management helps you better focus on work and play.

Minimizing Tax Implications & Interest Payments

We’ll get input from you and make investment or liquidation moves that save on taxes and interest expenses - so your money goes farther into retirement in Calgary or abroad.

Optimizing Cash Flow for Growing Assets

Saving what’s left over, after alleviating tax implications and paying down debt, frees up what you earn to invest wisely - based on your personal risk tolerances and much more.

Ask Us How We Can Help

Planning for Your Future

With a solid plan of action, we’ll grow your wealth and get your finances future-proofed for whatever might come – whether that’s due to changing investment landscapes or changes in life. Come to us for investment picks, life insurance, or full-scale estate planning. Getting your finances ready to support your dreams is just a part of who we are.

Know how you’re going to draw down your savings

Know before the markets drop how you’re going to have the income you need without hurting your investment portfolio.

Know how to adjust your portfolio to plan for spending the most, while paying the least in taxes.

Taxes change almost every year, and rarely downwards. What is best for tax savings today might not be the best when you retire. Having a coordinated plan with different types of savings is your best defense against future tax increases.

Assigning and connecting a purpose to your savings.

We connect you to the 5 key elements of successful retirement savings.

Money no matter the markets
Guarding against a physical or mental decline increasing your expenses
Creating extra spending in up markets, and looking for opportunities in down markets
Vacation properties and memberships
Making your money matter when you’re no longer here to enjoy what you’ve worked hard to build - with solid estate planning.

What If Retirement Isn’t Your Goal?

Being able to work as much or as little and on your terms is how PlayCheques Wealth Management helps medical and legal professionals achieve financial independence. We put you in the driver’s seat.

Personal Success Stories

"Playcheques was uber professional from start to finish. I never felt like anything was left to chance and every avenue was discussed with me so the best solution was achieved for me and my family. Would recommend them all day long. "

Deane T.

"Adrian George is professional and honest in with all of his clients. He optimizes everything and looks at his clients entire life situation to make a customized plan that works efficiently. There's no reason to use any other financial house than Playcheques in my opinion. "

Dr. John T.

"These fellows know their stuff and work super hard to help you. They really are the best!"

Dr. Joel F.

FAQs

No. Asset management is just a small part of the expertise we offer and perhaps the least important. Financial planning done by a CFP is comprehensive and goal-oriented, whereas asset management is just a small tactic in an overall strategy. Assets under management is a compensation model for financial planners.

How much do you need to have saved for retirement? How can you plan to weather the financial downturns when you’re no longer working? What assets should you draw on first or leave until last? Should you consider an estate freeze?