Our Wealth Services
helping you achieve your financial goals through a host of customized planning and management strategies
helping you achieve your financial goals through a host of customized planning and management strategies
Customized personal financial plans to help ensure you’re on track to meet your goals.Financial planning is about understanding where you are today and what you want to achieve tomorrow. We take the time to learn what matters most to you, then create a plan tailored to your specific goals and circumstances.
We’ll look at your income, spending, savings, and long-term priorities — and develop a clear, personal roadmap that helps you feel confident about your financial future. Your plan can include everything from budgeting and cash flow to retirement planning, risk protection, and estate planning.
As life changes, we’ll revisit and revise your plan to make sure it stays aligned with your needs. We’re here to provide advice, direction, and support at every stage.
Investment planning is about creating a strategy that fits your goals, risk profile, and time horizon. You want to get the most out of your money while making sure your investments fit your comfort with risk — especially when markets are unpredictable. With so many options available, it can be hard to know where to start.
Whether you’re saving for retirement, your kids’ education, or other goals, Korkus Wealth Management will help you understand your choices and put together a plan that works for you. As an Independent Advisor, I have access to provide a wide range of products to fulfill your financial needs.
Account Options:
Helping you protect what’s important to you.
A key part of financial planning is protecting the people and things that matter most. We help you prepare for life’s unexpected events with practical solutions that fit your needs — giving you peace of mind today and in the future.
We offer coverage options that support you and your loved ones when it matters most, including:
Building strategies to help you retain more of your assets.
You want to keep as much of your income as possible and only pay what’s required. Korkus Wealth Management specializes in reviewing your personal and business tax situation to help you keep more of your money. By understanding your unique circumstances, we build straightforward strategies that reduce your tax burden and protect your assets. Our approach is practical and ongoing — because tax rules change, and so do your needs.
We offer advice and strategies designed to help you keep more of what you earn. By working with you — and your accountant or tax specialist if needed — we look for practical ways to reduce the tax burden on your income and assets.
Protecting your assets to leave a legacy for your family and loved ones.
A well-thought-out estate plan helps ensure your final wishes are carried out while minimizing the tax impact. Every situation is unique, and we work with you to explore strategies that support your goals and help those you care about benefit fully from what you leave behind.
Building strategies to help your business grow and assist in transition.
Whether you're focused on growing your business, protecting what you've built, or planning a smooth exit, we are here to help. Transitioning a business — whether through a sale or passing it to the next generation — involves careful strategy and preparation. We work with you to build a plan that supports your goals while managing risk and minimizing tax implications.
Designed Securities Ltd. is regulated by the Canadian Investment Regulatory Organization (Canadian Investment Regulatory Organization (ciro.ca) and is a Member of the Canadian Investor Protection Fund (www.cipf.ca). Investment products are provided by Designed Securities Ltd. and include, but are not limited to, mutual funds, stocks, and bonds. Michael is registered to provide advice and solutions to clients residing in the province of Ontario.
