We work with clients to make their “I wish” goals into “I will” actions, so that they can achieve the goals that are truly meaningful to them. Our team at Mariana Semenchuk & Associates Private Wealth Management helps clients break down their plan into achievable goals and supports them with knowledgeable advice, strategic direction, and leadership.
Traditionally people believe that they need one financial plan. My philosophy is that any plan is obsolete immediately after being implemented. So, a strategy that works for clients is dividing their financial living plan into manageable goals and systematically tackling them in stages while constantly adjusting/changing with the flow of their living plan and life.
We give back to the communities in which we live and work. Individually, and as a team, we support several causes and contribute to a variety of organizations. The community benefits, and we grow as individuals and a team as a result.
With an enhanced team-based approach that provides both local and national industry expertise, Mariana Semenchuk & Associates provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.
Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.
You have built your business to where it is today. We can help you plan for what happens next. A successful transition of your business is a critical aspect of your financial well-being. We can help you navigate the key decisions to help you achieve your goals.
The successful transfer of wealth between you and your children begins with a conversation. With the largest intergenerational wealth transfer in Canada approaching, it’s important to be prepared. We can help with that conversation and help you build a sustainable plan.
I feel that the best thing about your service to me is:
a) you consider all the legal and taxation nuances and complications of my many late-life financial obligations when suggesting strategies and products
b) my two knowledgeable adult sons both rely on you for wisdom and expert professional advice
So far, you have taken us through Bull Market times and Bear Market times and maintained my financial fitness thoughtfully, competently, and loyally.
Download our free whitepaper on income splitting for a summary of the amended measures the Department of Finance implemented as of 2018 with respect to the expansion of the tax on split income rules, and how they might apply in certain situations.
IG’s Chief Investment Strategist, Philip Petursson, looks back at promising start to the year, despite some volatility.
IG Target Education Portfolios make saving for post-secondary education easier and less stressful, so you can focus on your child’s more immediate firsts.
IG Private Company Advisory provides strategic and transaction advisory services for mid-market companies.
