Verified recordFinancial Services

Blair Pytak

Senior Investment Advisor at Richardson Wealth

Based in Calgary, Canada

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Seniority

Director

Department

Finance & Accounting

Location

Calgary

Industry

Financial Services

Company size

929

Contact information

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Email

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b•••••••@richardsonwealth.com

Phone

5 credits

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Background

About Blair Pytak

As business owners ourselves, we understand first-hand the demands and challenges business owners face and as a result we know their personal finances often take a backseat. This leaves them and their families ill-prepared for the future. My team helps our clients build generational wealth by protecting them from the adversity of the investment landscape and effectively reducing taxes through our Family Prosperity Blueprint. Have you considered the following: Are you currently on the path to retiring on time? Have you recently assessed your portfolio to see how it would perform if we were to face another market downturn? When it comes to retirement have you gone over the best and worst case scenarios in order to retire comfortably and maintain your desired lifestyle? Do you have a clear understanding of your entire financial picture into one comprehensive plan? Is the majority of your retirement assets locked in RRSPs or a company stock that will be subject to an increasing taxation as the account grows over time? Is your net worth heavily concentrated in company stock and you're not sure how to diversify it? Are you abreast of the new tax regulations that may impact how your retirement income is distributed and taxed? Are you concerned about preserving and passing on your wealth to future generations? These are just some of the many challenges that our team can help you overcome. Unexpected life events can occur at any time, having a plan and a trusted advisor to navigate you and your family through them is what financial peace of mind is all about. If you need help with this, please reach out to me directly here on LinkedIn or email me at blair.pytak@richardsonwealth.com.

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