What does your future look like?
Don't just chase your dreams...
Let us help you plot a path!
When you work with Safety Bay Financial, you’re choosing a relationship. You're choosing to receive personalized attention and a clear understanding of the goals unique to you.
Choose to work with us and we will identify a strategic approach to help you achieve your goals. We design your portfolio based on your unique priorities and manage it, hands-on to optimize your investment.
What We Do & Who We Help
We serve a select group of affluent families who are looking for expert guidance in overseeing their financial affairs. These people are looking to preserve their wealth, mitigate taxes, take care of their heirs, ensure their assets are not unjustly taken, and make a positive financial impact on those they care about.
Successful Individuals and Families Work With Us To:
Develop and implement a comprehensive wealth management
plan to remain affluent while achieving their financial dreams.
Make smarter decisions in today's uncertain political, economic, and social environment.
Obtain an independent second opinion from a top financial advisor in their community.
We only work with clients for whom we can make a significant impact and provide the best possible service.
What Makes Us Different
We only work with clients for whom we can make a significant impact and provide the best possible service. These Clients:
1.
Have an understanding of the importance of planning and investing, but lack the time, skills, or desire to plan on your own
2.
Are ready to follow and implement our advice, and are eager to engage in our planning, investment and risk management process
3.
Appreciate personalized service from a knowledgeable team with a wealth of experience and expertise
4.
Are more concerned about having a personalized plan of action rather than the latest trendy stock or investment
5.
Are willing to invest in our process to benefit their futures and share their Safety Bay Financial experience with others
6.
Want to focus on taking care of their families and seek the freedom that money makes possible
7.
Have sufficient assets invested to be independent and/or take care of their families
8.
Live in Canada
.
Price is what you pay.
Value is what you get.
Lets Get in Touch!
Don't leave without giving us your number.