Offering Solutions for:

PROFESSIONALS CROSS-BORDER BUSINESS OWNERS PRE-RETIREES & RETIREES FAMILIES

"The simplest answers aren't always the best, but
the best answers always make things simpler."

Darren Coleman
Senior Vice President, Private Client Group,
Portfolio Manager

5 Insights for your Wealth

 

When your wealth is complicated and the answers you find even more so, it takes insight to discern the solutions that will make the best use of your time and resources.

YOUR WEALTH IS SIMPLER
WHEN IT'S INTEGRATED

Wealth solutions work best when they work together. When you are looking for a simpler picture of where you stand, it's difficult to find it when your financial strategies are scattered. Read more

A TIME-CONSCIOUS APPROACH
FOR PROFESSIONALS

Most professionals don't have the day-to-day time to keep up with the most current strategies in the industry, or the time to retirement to get anything but the best answers. Read more

COMPROMISE LESS,
CUSTOMIZE MORE

The problem with wealth planning for many people is that they have to compromise either suitability or simplicity. Read more

MANAGING
MULTI-CURRENCY WEALTH

If you've ever had to transfer capital from the US to Canada or manage wealth in both nations simultaneously, you know that the border can be one of the biggest complications between you and your wealth goals. Read more

INVESTOR COACHING

Even if you have identified a clear path to your goals, it's easy to lose confidence, become anxious, or diverge from your original plan as time goes on. Read more


The ProModule™ Process

INTEGRATING OUR
INSIGHTS INTO A STEP-BY-
STEP APPROACH

The ProModule™ Process brings together our insights, resources and capabilities. Our objective is to build a plan that works for you because it puts your goals within reach, and because it continues to support your lifestyle over time. Read more

Why work with Coleman Wealth?

  1. Customization
    We sit with you one-to-one to find out what needs to be done for you to be comfortable with your finances. Read more
  2. Synchronization
    When you have multiple goals and scattered strategies, we help you put everything in the right place, working together systematically. Read more
  3. Modular Planning
    Our plans are segmented and prioritized, so that they can be easily understood and efficiently implemented. Read more
  4. Access
    Our clients benefit from our privileged access in the industry through our professional network, from investing to cross-border taxation and legislation. Read more
  1. Leading
    We are continuously looking for better ways to serve our clients, as forerunners in hedge funds, alternative investments, and cross-border services in Canada. Read more
  2. Due Diligence
    Our thorough and ongoing due diligence process ensures that we sort through all the details to get to the solutions and strategies that will work for you. Read more
  3. Coaching
    We engage in brief instructional sessions to help our clients stay on track to their goals, while becoming better investors. Read more