Financial
At AMN Wealth Management Inc we believe in empowering you to choose your future and plan for the legacy that you will leave behind. Amy helps you with a comprehensive plan that considers investing and divesting assets, withdrawing from registered funds, and, of course, present and future tax liabilities.
Retirement
Whether you plan to retire completely or partially, we provide you with the right strategies to maintain or grow your capital and minimize your tax burden. Whether you intend to travel the globe or stay close to family, we make sure you are ready for the retirement you envision.
Succession
A family business is only as healthy as its succession plan. The cost of retirement or death can be crippling. In fact, many thriving businesses have been forced to illiquidity because of the tax liabilities triggered by the loss of the business owner. Whether you plan to pass your business along in the near or far term, our team guides you to ensure that the business you have built continues to thrive.
Estate
When it comes for planning your estate, we preserve your family’s significance for now and generations to come. You may wish to leave a legacy endowment to your alma mater or a cause you care deeply about. You may want to ensure the livelihood or prominence of descendants. Whichever you choose, trust that we will create a plan that suits your wishes and minimizes the tax liability on your estate.
Group Benefits
From sole proprietors to groups of any size. We go to market to ensure the best pricing and coverages for your group.
Investments
Our holistic approach helps us guide you to select the right balance for your portfolio. This means we carefully assess your current and future desires to suit both your life and your legacy. Our diversified investment options include the growth potential of Mutual Funds, the protection of Segregated Funds, and the peace of mind of tax preferred growth in Universal Life Insurance.
Mutual Funds
AMN Wealth Management Inc gives you access to over 70 of the most reputable professionally managed fund in the Canadian financial marketplace. We will help you select and refine a suitable mix of money market, income funds, equity funds, and foreign equity that make sense for you.
Mutual fund products are offered and regulated through Global Maxfin Investments Inc.
Segregated Funds
To further protect your nest, we can offer you some or all guaranteed principal of your investment with 75% at maturity or 100% death benefit. Like mutual funds, this investment diversifies your money within a fund that suits your investment style and risk profile. While considering your full financial picture, we can help you decide if Segregated Funds are right for you.
Universal Life Insurance
While it’s not right for every investor, permanent life insurance is advantageous for those who expect a heavy tax bill upon redemption or those who wish to protect their legacy. Regardless of how your health circumstances change during your investment, Universal Life insures that your money grows tax-deferred and promises a guaranteed payout.
Insurance
Even with the most careful planning, life is often left to chance. Whatever your circumstances, we believe in protecting against life’s unexpected turns.
*These services are not supervised and are not a registerable activity of Global Maxfin Investments Inc.(GMII). GMII is not responsible for any activities related to such gainful occupation as they are not deemed business of the dealer.
Life
The choice between Term, Whole, or Universal Insurance is more about you than it is the underlying policy. We help you determine which insurance is best for you by considering your finances, your health, and of course, your loved ones.
Disability
Income forfeited while healing from an accident can result in a significant and unplanned erosion of wealth. Whether you are self-employed or a business professional, Disability Insurance gives you income protection in your critical income earning years.
Critical Illness
The emotional and physical burden of a critical illness is a heavy burden to manage. Beyond these, the financial costs can be detrimental to your livelihood. Critical Illness Insurance allows you to focus on you and your family to focus on treatment and recovery without sacrificing your assets and financial wellbeing.
Long Term Care
In our youth and health, it is easy to take the day-to-day for granted. Long Term Care Insurances provides you an income style benefit when you can no longer care for yourself. It also helps reduce the burden on your family members, and in some cases, can enable you to stay in your family home for longer by providing you with the cash flow to hire in-home care.
Travel
Exploring the globe is a rite of passage after your children have grown and started their careers and families. It’s important to remember, emergency medical attention abroad is extremely costly. Travel Insurance is available as an add-on to safeguard your finances by protecting you and your travelling companions against unforeseen illness and accidents.