Plan Your Future
You’ve worked hard for your money, so controlling your risks and minimizing taxes is important. We understand that too.
We know that your financial objectives are very personal, so we’ll help you make the most of your investments to achieve your goals and secure the future you dream of.
We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about financial planning, the more likely you are to reach your financial goals, and we’re here to help you do that
Welcome to Van Scheltinga Financial Services
Customized Risk Planning & Investing
The foundation of those relationships is the one that’s critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations – ones that meet both their needs and risk tolerance. We’ll do the same for you.
And we’ll work hard to earn your trust. We carefully consider your needs, goals and dreams in order to implement a well-constructed financial plan, so that you can have peace of mind about your hard-earned money and financial future.
Please click here to contact us for assistance with any financial questions.
Plan Your Future
Financial Planning
Many people will offer you advice on which investments to buy. But there’s more to your financial life than your RRSP. Estate taxes, income taxes and education funds for your children are just some of the other complex aspects of your total financial picture. You need to prioritize and plan.
Divesrify your Risk
Create a Diverse Portfolio
Everyone knows that all your eggs including your retirement egg needs to be invested in many different baskets,
Manage Your Results
Personal Wealth Management
Constant review of your investments and rebalancing your investments and changing prioirities
Manage Your Risks
Risk Management
Protect your wealth from devastation by managing your risks that can attack your income.
Tailored to you
Create a Strategy That Works For YOU
You priotize your needs and goals. Then with those goals we come up with a plan and strategy to reach those goals.
How We Work. Our Mission & Values
Mission Statement
“To serve our clients through knowledgeable, trusted comprehensive advice, quality products and outstanding service.”
Values
- We stand firmly on 5 principles
- Consistent application of our qualified approach to risk management, wealth creation, preservation, distribution and management.
- Excellence in client service,
- Comprehensive services through a closely linked group of expert service providers,
- Remain Independent
- Committed to being good corporate citizens
Financial Services
Wealth Building
If you’re younger and your income limits allow, open up a TFS or RRSP. Invest in mutual funds and ETFs. Make sure you have enough cash in your emergency fund. Starting your life with those good financial habits will bleed over into your success in building wealth
Risk Management
Risk management is the identification, evaluation, and prioritization of risks followed by coordinated and economical application of resources to minimize, monitor, and control the probability or impact of unfortunate events or to maximize the realization of opportunities.
Planning
Financial planning is the task of determining how a persom will afford to achieve its strategic goals and objectives. Usually, a person creates a Financial Plan immediately after the vision and objectives have been set.
Group Benefits
We remains committed to employers of all sizes, including small businesses who strive to provide valuable benefits coverage to their employees.
Tax Planning
Tax planning is the analysis of a financial situation or plan from a tax perspective. The purpose of tax planning is to ensure tax efficiency. Through tax planning, all elements of the financial plan work together in the most tax-efficient manner possible. Tax planning is an essential part of a financial plan
Van Scheltinga Financial Services
A small boutique firm that helps professionals and small business owners with their financial needs