Every dream and unique story deserves a personalized financial plan.
At Strachan & Associates, we're here to ensure your financial success and peace of mind. As a busy professional, you deserve a comprehensive plan that covers everything from investments to taxes, retirement, insurance, and estate planning.
We understand the challenges you face and the overwhelming decisions you need to make. That's why we offer a simple three-step process: schedule a call, discover your goals, and implement your personalized plan.
Get A Gameplan To Win
We take the time to understand what’s important to you and your family. Life often throws unexpected challenges our way, regardless of how meticulously we plan. A crucial skill of an exceptional financial planner is the ability to execute plans effectively, anticipate obstacles, and create multiple pathways to achieve every goal.
Our simple 3-step process:
Step #1:
Schedule a call
This 30-minute phone call lets us both confirm that your needs align with our expertise. Just like you wouldn’t see a dermatologist for heart surgery, we want to ensure a good match.
Step #2:
Discovery meeting
In this 1-hour meeting, whether in-person or virtual, we aim to understand your unique goals, concerns, and financial situation clearly. Like a doctor, we diagnose before prescribing.
Step #3:
Get results
In a focused 1-hour meeting, we review your IG Living Plan™. We provide plain-English answers and recommendations to help you achieve your financial goals, improve your retirement plan, optimize investments, and most important, lower taxes.
Empower your future with expert financial guidance. Let's turn your goals into reality together.
Keeping you on track to meet your goals.
As your financial consultant, I update your IG Living Plan™ as needed to ensure you always have a holistic view of your financial picture. This plan keeps you up to date on all the key areas of your financial life.
Goals
Assess whether you’re on track to surpass your retirement objectives.
Assets
Review your current asset allocation and ensure it aligns with your financial objectives.
Insurance
Evaluate your insurance coverage to ensure comprehensive protection during unforeseen circumstances.
Cash Flow
Analyze your saving and spending habits to optimize your financial resources effectively.
Probability
Calculate the likelihood of achieving your financial milestones.
Net Worth
Provide a comprehensive overview of your financial standing, including assets and liabilities.
Our Commitment To You
Our commitment revolves around prioritizing your financial interests and empowering your prosperity.
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Your success is our ultimate goal. We provide clear guidance to help you gain greater visibility and control over your entire financial life.
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We are transparent with our fees and provide you with ongoing updates that help you track your progress.
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Our sole focus is to help you achieve your goals, throughout all of life’s ups and downs.
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We believe in integrity, courage, innovation and collaboration. We attract and retain a highly talented and diverse workforce.
FAQs
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Physicians and business owners have unique financial needs and challenges, such as complex tax situations, fluctuating incomes, and significant investment opportunities. Specialized financial planning ensures that these specific requirements are met with tailored strategies that maximize wealth and minimize risk.
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We create a Living Plan that evolves with your life and business. By thoroughly understanding your goals, challenges, and financial landscape, we develop a customized strategy that adapts to changes and helps you achieve your long-term objectives.
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Our team specializes in tax planning and collaborates with experts in tax law to develop strategies that reduce your tax burden. We focus on maximizing deductions, credits, and tax-efficient investment vehicles, ensuring you retain more of your hard-earned money.
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We will start by discussing your current and future goals, as well as any initial concerns you may have. To ensure we can provide a comprehensive plan, we will need:
• Current investment and bank account statements
• Insurance policies
• Details on outstanding debts and monies owed
• Your most recent tax returns
• A household budget (if you have one)
Plans for travel, large purchases, or helping children with education, home ownership, or other pursuits.
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Paying professional fees for comprehensive wealth management is an investment in your financial well-being. We ensure transparency about our fees, which are competitive and based on assets managed. For IG Advisory Accounts (IGAA), advisory fees on accounts over $500,000 start at 1.1% and decrease as household asset size increases. These fees may be tax deductible on non-registered and corporate investment accounts* and are clearly highlighted on statements and annual summaries. Some investments may include embedded management fees (“MER”).
Our services extend beyond standard offerings, providing a fully integrated wealth management experience. This includes ongoing portfolio management, personalized financial and retirement plans, specialized planning (tax, insurance, estate, cashflow, business), and access to an advanced financial planning team with experts in various fields.
Clients benefit from regularly scheduled consultations and reviews directly with Grant Strachan, Executive Financial Consultant. In addition, our dedicated client service team provides accessible and reliable support. We also host a variety of events and educational opportunities, including financial seminars, video tutorials, and active social media engagement. This ensures clients receive continuous support and education tailored to their financial needs.
*Please consult your personal tax advisor
