At Canadian Allied Services, we have an experienced team of financial and risk management professionals ready to help high net worth individuals preserve their financial legacy. We specialize in wealth preservation, by assisting clients with a diverse range of finance issues that may impact their monetary retention and overall net worth.
We provide risk management consultation to address business, regulatory and operational risks. We help businesses and organisations improve their governance and risk management through robust frameworks and tools. This includes setting up First, Second and Third Lines of Defence risk management models. We will help you to develop an appropriate attitude toward both financial and non-financial risks and support you with the design, development, and implementation of sound risk management strategies.
One of the most important functions we serve is helping to protect all you have worked to build. Fortunately, there are a number of ways to help. It takes the right approach, as well as steadfast discipline and diligence, to assess the risks that could derail your life goals and build a contingency plan to help limit the effects. As your experienced guide, we assess where your risk lies and determine your level of comfort with it, exploring what actions and plans to put in place to provide the level of protection you need and deserve.
We tailor your financial plan to prepare for the unexpected, which could include preserving your estate with long-term care insurance, building a protective cushion with life insurance, and combining protection and tax-advantaged growth opportunities with annuities. Working together, our team helps you protect your overall financial plan, your way of life and your ability to reach your goals even when the unexpected happens.
