Few things in life are as important as planning for the future. Yet, not many of us actually take the time to plan for life's major events. Planning involves taking the time to think about what you want out of life, to plan how you're going to get there, and to make sure you're heading in the right direction. At the Pietracupa Group, wealth planning is a process that we use to ensure that preparing for these events is given paramount importance.

Pietracupa Group Process 

Our Wealth Planning Services Consist of 5 Essential Pillars

  • Portfolio Management
  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Insurance Planning

    Each of these pillars helps form the support for the overall financial plan, acting as an independent building block, while also remaining dependent on the others. A financial plan will act as your blueprint and help you build and preserve your wealth.

    Portfolio Management

    Our team of Scotia Wealth Management Specialists work as a cohesive group to oversee every element of your family’s wealth including financial and estate planning, insurance solutions, private banking and more. In partnering with them, we provide value added services and actionable ideas supporting equity and fixed income advice, trading and portfolio strategies.

    Retirement Planning

    Retirement means different things to different people. However you envision your retirement, the best way for you to reach your goals is to have a retirement plan. Together, we can provide an overview of the process and the steps required to plan for your retirement years.

    Estate Planning

    (The Bank of Nova Scotia Trust Company)

    As your personal and business assets grow, so does the importance of preserving and protecting them. A comprehensive estate plan, with your Will as a key component, is one of the most important things you can do for family members, friends and charitable organizations that you want to benefit from your estate. It can help enhance your wealth, minimize taxes, give your beneficiaries the greatest benefits, and ensure that your wishes are carried out as you intended.

    Our Estate and Trust Consultant will detail everything that you need to know about developing an overall plan to guide all your Will and estate planning decisions.

    Tax Planning

    Together with your tax advisor, we aim to develop tax-effective investment strategies that best suit your unique situation.

    Insurance Planning

    (Scotia wealth Insurances Services Inc.)

    The protection of assets and income have become an important financial goal and concern for our clients. By helping build and preserve wealth through effective Life Protection Strategies the Pietracupa Group provides peace of mind and a legacy for future generations.

    Our solutions allow you to address your financial needs + goals - whether for yourself, your family or your business - through minimizing taxes, enhancing your investment income, managing risk, caring for your health or creating a legacy. Though your goals may be varied our objective is consistent: Together with our Financial Security Advisor we can help develop innovative planning strategies using proven insurance and investment solutions.

    *Services provided by partners within Scotiabank. For details please see disclaimer.