Our Services

How We Can Help

Financial
Planning

What you’ll get from our financial plan

1. Insurance Plan
‍
2. Investment Plan

3. Retirement & Income Planning

4. Debt Management Strategies
Sigma Wealth offers a comprehensive financial planning service designed to guide individuals and businesses in managing their finances effectively.

The process starts with a simple, free financial assessment, which includes a detailed plan covering retirement strategies, debt management, investment guidance, and insurance needs.

This initial plan is generated by analyzing personal financial data to provide optimized advice on investments, insurance, and debt reduction. Clients can receive further personalized support to achieve their financial goals and secure their financial future.

Life
Insurance

Life insurance is essential for safeguarding your loved ones financially upon unexpected events.

Offering peace of mind, customizable coverage, and financial security, ensuring that your family's future needs, like living expenses and debts, are taken care of.

Health
Insurance

Private health insurance in Canada supplements provincial coverage, offering broader service options like prescription drugs, dental, and physiotherapy.

Providing quicker access to medical services, personalized support, and greater financial protection against unexpected health expenses.

Retirement Planning

Retirement planning for small business owners involves a strategic approach to secure both personal and business financial futures.
‍
1. Start Your Savings Early

Start saving as soon as possible using vehicles like RRSPs to leverage compound growth over time.
‍
2. Set Clear Retirement Objectives

Outline your ideal retirement lifestyle and calculate the necessary funds, considering life expectancy and any potential liabilities.
3. Assess Your Financial Health

Regularly review your finances, including income streams, ongoing expenses, and asset values to gauge your saving capability.
‍
4. Strategize for Business Transition

Decide the future of your business—whether selling, transferring, or maintaining ownership. Each choice affects your financial planning differently.
‍
5. Consult Financial Experts

Engage with financial advisors to develop a personalized retirement plan that aligns with your specific needs and goals.

Portfolio
Management

Portfolio management is a strategic approach to growing wealth by aligning investment decisions with personal financial goals and risk tolerance.

It involves choosing a mix of assets to optimize returns and manage risks through diversification and continuous monitoring.

Group
Benefits

Employee benefits packages can significantly enhance workforce satisfaction and productivity by offering comprehensive health and wellness coverage.

Tailored to fit varying budgets and needs, with standard medical and dental care to critical illness and disability insurance, ensuring employees are well-supported.

Ready to start planning your financial future?

Our team can walk you through a plan personalized for your unique situation. We offer free consultations so you can assess whether we’re a fit.

Schedule a 15-minute call
Wealth
Uncomplicated.
Tailor-made financial strategies for today's families looking forward to tomorrow.  
ServicesOur TeamWhat We're Up ToContact

Book a
Free Consultation

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

------------- Built with Love by Kurt Dunphy -------------