Our Services

Financial services tailored to your financial goals.

No matter what stage of life you’re at or the financial goals you have, Tenth Street Wealth has the services and advice you need. Your customized strategy will help get you on the path and stay there.

Portfolio Management

Building and managing an investment porfolio can be a complex endeavour. Regardless of your investment goals, Tenth Street Wealth can be your partner to build a wealth management plan based on your goals, timeline and risk tolerance.

WHAT WE DO FOR YOU  Your Tenth Street Wealth advisor will recommend accounts, assist with asset allocations and specific investments that meet your objectives – and then monitor market conditions and your investments’ progress to make sure your portfolio stays on track. Talk to us about the many ways to invest your money.

Retirement Planning

You may be thinking about working longer or starting an encore career. You may be planning to travel or have a winter residence. With many people living longer, you should consider the increasing costs of health care and long-term care, as well as the need for our money to last for not just a few years, but potentially decades.

WHAT WE DO FOR YOU  Your Tenth Street Wealth advisor has the expertise and resources to develop a financial strategy to help ensure that you stay on track to live the retirement life you want. Talk to us about some of the ways we can help you plan for and reach your retirement goals, including RRSPs TFSAs, LIFs, LIRAs, and more.

Wealth Transfer

As part of estate planning, consider how your wealth will pass to your beneficiary(ies). Wealth transfer is a unique process that benefits from expert advice and planning to manage tax implications and distribution methods as you look at your options.

WHAT WE DO FOR YOU  Your Tenth Street Wealth advisor can offer advice to help create a wealth transfer plan, which includes consulting with your legal and accounting experts to help you ensure your loved ones and the causes important to you are considered. Talk to us about planning the directives you should have in place, including named beneficiary(ies), a will, a testamentary and/or a living trust, insurance, asset gifting, and more.

Tax Planning

Tax planning is an important part of managing and preserving your wealth for your future. Tax planning refers to the financial planning for tax efficiency. It should be an essential part of your financial plan to ensure all the parts work together so you can maximize deductions and credits and minimize the amount of tax you pay.

WHAT WE DO FOR YOU  The Tenth Street Wealth team can work with your accounting expert to guide you through strategies that help manage the impact of tax on your financial plan as it continues to evolve. Talk to us about tax-advantage vehicles such as TFSAs, RRSPs, RESPs, private pension plans, income splitting, life insurance, exemptions, and more.