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"I feel like I need an advisor but I don't know where to start." This feeling is much more common than you think. Talking about money is a very scary topic for many people. So, we understand you want to find an advisor that understands you and your personal needs. Some of the things people typically say they are looking for when it comes to finding an advisor are knowledge of the industry, trustworthiness, good communication about their methods and someone who values you and your input. Here at Wealth Intelligence, we specialize in Business Planning & Estate, Charitable Giving & Trust, Financial Planning, as well as Investment Solutions. Our advisors have a variety of backgrounds and experience levels, but they are all here to assist you in your financial journey. We are here to assist you whenever you are ready for that journey to begin!

May was a wildly full month for financial planning. We talked about charitable giving, supporting children, managing risks, income sourcing and timing, vacation properties, rightsizing, post-secondary expenses, a host of different personal goals, and the ever-present "do we have enough?" Effectively a financial planning gauntlet. Showing a client they made it all happen, or outlining steps for them to get there, is a great feeling. But the best is hearing: 'Thank you. This was really helpful, we feel good about this.' If you don't have a financial plan yet, or it has been a few years since you updated yours, reach out to your advisor and get started. If you don't have an advisor, or are unsure how to start the planning process (perhaps what to ask), send me an email or a DM. I'll help however I can. e: christopher.mahussier AT cibc.com

As a wealth advisor, you can recommend donor-advised funds to your clients as part of their financial portfolios. How do you know if your clients are good candidates for donor-advised funds? Here are some considerations: https://lnkd.in/dfsVQuyQ

How do you set your kids up for financial success? How should you give resources without "spoiling" them? Desiring to build a financial foundation for your children, in other words, “multi-generational wealth”, is more common than you may think. Generational wealth is about building assets that provide opportunities and flexibility for future generations of your family. That does not mean you need to become a Rockefeller, a Vanderbilt, or have your name on a library. But how do you build wealth for your family without destroying you kids? 1) Engage your kids in business, investment, and planning early and often. When you hire a team member, it takes days, weeks even years to train them to fulfill a role. Stewarding wealth is no different. It takes active training over long periods of time to build the next generation of stewards. Transferring wealth is about the training period. Engage them in decision making around your family business (large or small) and include them in the investment decision making process before they have formal control. Your kids have probably figured out their socio-economic status by high school, so pretending you don’t have any money when they are in their 30’s is counterproductive. If you engage them in decision making in their 20s and 30s, by the time they are in control, good stewardship will be second nature. 2) Focus on What Matters Going beyond the P&L and building their understanding of your real goals is critical. You probably don’t manage your business solely to increase returns to equity holders and cash flow. Why are you in this business? Does your business help the community thrive? As you engage your children and grandchildren in decision making, help them connect to the real purpose behind your family assets. If they understand and share the “why,” they are way more likely to carry that mission on long-term.

As a wealth advisor, you can recommend donor-advised funds to your clients as part of their financial portfolios. How do you know if your clients are good candidates for donor-advised funds? Here are some considerations: https://lnkd.in/gcPn2H9i

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Did you know, legacy planning goes beyond just managing your money in the present? ⏰ Here's a few reasons WHY legacy planning is crucial: ✓ Secures financial security for your loved ones, this could be an estate plan, setting up a trust, or starting a life insurance policy. ✓ Leave a lasting impact by incorporating charitable giving or philanthropy into your plan. ✓ Preserve your wealth over time by making smart investment decisions, diversifying your portfolio, and minimizing tax deductions. ✓ Maintain peace of mind by having control over your financial future, ensuring your wishes are respected and that your assets are distributed accordingly. Ready to get started? Let's create a roadmap for your future and ensure that your financial goals align with your long-term aspirations!

As we approach the end of 2023, it's important to review your financial goals and ensure you're on the right track. In this video, we have a comprehensive year-end checklist to help you improve your financial well-being. Whether you're an experienced investor or just starting your financial journey, these tips are essential for everyone. One important aspect to consider is making a positive impact by donating to charitable causes using your Required Minimum Distribution (RMD). Not only will you feel fulfilled, but you may also enjoy potential tax benefits. This year-end financial checklist is your key to achieving financial success in 2023 and beyond. Don't miss out on these valuable insights that can help you make informed decisions. Remember to like, share, and subscribe for more tips on financial planning, investing, and wealth management. Your journey to a secure financial future starts here! 💰💡 #FinancialPlanning #Investing #YearEndChecklist #RetirementPlanning #TaxStrategies To watch the full video, please visit: https://buff.ly/47O8vVI

More Than Money is the first of its kind. It’s a collection of inspiring true stories that reveal how real clients applied financial planning to achieve tangible results that changed their lives. The book is being published by Harriman House -- the same group that brought us The Psychology of Money by Morgan Housel which has now sold 2 million copies. My favorite part of this book is that 100% of net proceeds are being donated back to non–profit organizations dedicated to improving financial literacy. Get your copy with the link below! #financialplanning #businessowner #buildingwealth #financialplanner #wealth #smallbusiness #genx #geny #buidlingtowardswealth https://lnkd.in/gcsVtiiE

Which financial archetype are you? Let's find out! 💰 The Saver: The Saver archetype prioritizes saving money and tends to be cautious with spending. They enjoy building up their financial reserves, budgeting diligently, and may feel anxious about taking financial risks. 💰 The Spender: The Spender archetype finds joy in spending and experiences. They may prioritize immediate gratification, enjoy shopping, and may not prioritize long-term financial planning. They may need to work on developing saving habits and budgeting skills. 💰 The Investor: The Investor archetype is focused on growing their wealth through various investment opportunities. They are comfortable with risk and seek ways to maximize their returns. They often spend time researching investment options and may work with financial advisors to make informed decisions. 💰 The Planner: The Planner archetype is highly organized and methodical. They carefully plan their financial goals, create detailed budgets, and prioritize long-term financial security. They may enjoy creating spreadsheets, monitoring their progress, and may have a solid retirement plan. 💰 The Avoider: The Avoider archetype tends to avoid dealing with financial matters. They may feel overwhelmed, lack confidence, or have negative associations with money management. They may benefit from seeking financial education and guidance to address their concerns. 💰 The Giver: The Giver archetype finds fulfillment in helping others and giving back. They may be generous with their money, regularly donate to charities, and prioritize socially responsible investments. However, they need to ensure they also prioritize their own financial well-being. #financialliteracy #financeinsights #spendinginsights #budgeting #financialfreedom #financialeducation #financialgoals #financialplanner #financialplanning #financialindependence