Our Services

Complete Management

At Hildebrand Wealth Management we implement a holistic approach to our client’s financial health and well-being. Our services and advice that can assist you in all of life’s stages. Whether it be Financial Management for those wanting to grow their money, or Retirement Planning for those moving onto their next stage of life there is certainly room for you to be one of our valued clients. No matter what stage of life you’re in we can help you. We would encourage you to review the offerings below and consider where we can begin working for you…

Financial Management

  • Mortgage & Debt Analysis
  • Cash Flow Projection
  • Retirement Planning & Savings

Asset Management*

  • Portfolio & Pension Analysis
  • Diversified Product offering
  • Retirement & Education Savings
  • Portfolio Re-Allocation or Rebalancing

Tax Planning

  • Tax Analysis
  • Tax Return Coordination
  • Personal Tax Planning
  • Business Tax Planning

Risk Management

  • Life Insurance
  • Critical Illness
  • Long Term Care Insurance
  • Group Insurance Analysis & Shortfalls

Retirement Planning

  • Retirement Readiness
  • Retirement Income Planning and Analysis
  • Clarifying Goals, Objectives and Dreams
  • Retirement Expense Analysis
  • Cash Flow Projections

Estate Planning

  • Estate Planning Analysis
  • Wills & Power of Attorney
  • Charitable Giving
  • Business Succession Planning

Life Transition Planning

  • Eldercare Issues
  • Workplace Transitions
  • Referrals to our Professional Network
  • Healthy Living

Group Insurance and Banking Products

  • Group Insurance & Savings
  • Group Medical Coverage
  • Personal & Corporate Banking Solutions

*Investment products are offered by Hildebrand Investments of Aligned Capital Partners Inc.