Helping businesses and families plan for what's next

Are all financial advisors the same?

We don’t think so.

Most financial advisors claim they can cater to everybody at every life stage and situation. After all,  it’s an appealing selling point to say you can help everyone. However, at Hill & Associates Wealth Design Group we take a take a different stance. Rather than appealing to everyone, we focus on working with more specific niches:

1. Business owners nearing or entering the succession phase.

2. Families planning for their next life stage – Retirement.

Retirement Strategies

To provide peace of mind, maximize tax planning opportunities, and help you avoid mistakes.

Wealth Management

We help you create the right strategies for your lifestyle.

Estate and Succession Strategies

For you and your business.

Custom Wealth Strategies

We ground our process in your happiness and enjoyment, understanding that designing a custom wealth strategy is an event that should inspire you.

Our appreciation for your individual needs, vision, and lifestyle allows us to design a wealth blueprint as unique as you are.

Ensuring your estate is Well Prepared

Executors

When asked to be an executor you may have to attend meetings with up to 17 different professionals in order to carry out your duties. And many times, each professional is working independently of the next. Working as a CEA – Certified Executor Advsor, we can help executors by providing them with knowledgable guidance in completing their duties to settle an estate.

Recent Posts

Should a retirement plan include your home?

Should a retirement plan include your home?

Should a retirement plan include your home? When your home represents a sizable portion of your net worth, you might wonder if downsizing would give you a more comfortable retirement. It’s a decision that not only involves financial planning, but practical and...

How to Invest Wisely for Retirement

How to Invest Wisely for Retirement

You’re a few years from retirement, or even five to 10 years away, and the worst case scenario passes through your mind. What if the stock markets plummet and drag down your nest egg, putting your retirement plan in jeopardy?Not terribly long ago, the solution to this...

Retiring Gradually

Retiring Gradually

According to the 2016 census, one in five Canadians aged 65 and over were working, with 30% of this group working full time. Some continued in their regular jobs, while others became consultants, entrepreneurs and new business owners. Although many seniors work...

Let’s Connect

Find out how we can you!

120-6025 11th Street SE
Calgary, AB T2H 2Z2

+403.252.5148

Leave A Message