I am a professionally designated accountant in Sundre who made it my mission to provide excellent client service for years.
Family Wealth
Over time, we had developed an excellent working relationship with Collin Noble at Core Group to assist clients with Family Wealth planning. I recommend Collin to help you with a shared goal to simplify your wealth management needs.
Wealth Management
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Investment management
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Portfolio reviews
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Retirement planning
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Intergenerational wealth creation and transfer
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Tax planning
Risk Management
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Insurance planning services for individuals and corporations
o Life, critical illness, disability insurance
o Tax efficient wealth accumulation
o Tax efficient strategies to access corporate assets
Estate Planning
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In coordination with our broad network of experienced advisors comprised of lawyers, tax specialists and Chartered Professional Accountants we can provide the following services:
o Wills and will reviews
o Power of Attorney
o Business succession planning
o Estate planning
o Trust planning
o Elder care
o Charitable giving
The Core Group is a reference to Core Wealth Solutions Inc and Core Advisory Group Inc. Investment advice and portfolio management services are provided by independent investment management firms. Insurance advice and products are provided by Core Advisory Group Inc who are life and accident & sickness licensed in the province of Alberta.