Yourwealthcare Limited
The WealthCare Solution™ Our mission is to provide a seamless strategy of integrated financial concepts delivered in a way that combines the finest possible products with opportunities for wealth maximization. The WealthCare Solution™ consists of the following 3 strategic pillars: 1.Tax Minimization 2.Wealth Creation 3.Unique Investments At YourWealthCare, we draw upon a comprehensive suite of dynamic products to enable our strategies and grow your wealth. They include: Unlimited Retirement Savings Plan™ Would you like to enjoy the luxuries of wealth for the duration of your retirement? This plan allows you to fulfill this goal. It provides you with tax-sheltered growth during the investment period and, even better, you may receive tax-free retirement income, as well as a tax-free cascade to your heirs. Capital Needs Analysis Do you feel like you’re paying too much insurance? This analysis approaches insurance differently. It takes a comprehensive snapshot of your financial goals, both near and long-term, calculating how much capital you need in order to sustain your present standard of living, when you are no longer generating income. Internal Rate of Return The IRR provides you with comfort and security, knowing that your insurance policy may well be one of the best investments you’ll ever make. Present Value Analysis Tool As leaders in the wealth care field, we look at things differently. The aim of this tool is to provide you with the lowest possible rate of insurance that will maintain your standard of living in the future. Guaranteed Income Program™ Grow your wealth with The Guaranteed Income Program™. It provides our clients, who qualify by demographics, with a guaranteed return 2 to 3 times greater than a GIC.
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Gordon Berger
Vice President · General Business & Management
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Sue Garred
Executive Assistant · General Business & Management
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- 1executive assistant
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- 1wealthcare specialist
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