At Dawson & Associates Private Wealth Management in St. John's and Bay Roberts, we specialize in providing tailored wealth management services for hardworking Canadians and business owners looking to achieve their financial goals. Our team-based approach combines deep local knowledge with broad national expertise, ensuring you receive the best guidance and resources available. We create comprehensive wealth management solutions that are customized to meet your unique needs, dedicated to optimizing your financial success and effectively managing your wealth.
Tax Planning
Taxes impact every aspect of your financial life. By incorporating advanced tax planning strategies into our comprehensive planning approach, we aim to navigate the intricacies of your wealth and optimize your overall financial plan for tax efficiency.
Retirement Planning
Retirement planning is all about making the most of your time for family, travel, and hobbies, rooted in a comprehensive understanding of your personal dreams. We craft a dynamic financial strategy and ensure it adapts as your life changes.
Investment Planning
Our investment planning approach is anchored in a disciplined strategy that leverages the collective expertise of IG Wealth Management’s investment team and leading global partners. This teamwork opens up a wealth of opportunities, empowering you to confidently pursue your financial aspirations.
Estate Planning
To leave a lasting impact on the people, organizations, and causes dear to you, proactive estate planning is essential. Our services help you craft a detailed estate plan that aligns with your specific desires, secures your wealth, and brings clarity to your loved ones.
Insurance Planning
We recognize the importance of protecting the lifestyle you've diligently built. Our extensive insurance planning ensures that you and your loved ones are covered against life’s uncertainties.
Cash Management
Our custom cash management strategies enhance your financial agility, allowing you to capitalize on opportunities when they appear. By analyzing your cash flow and borrowing needs within a comprehensive financial plan, we tailor solutions that support both your present lifestyle and future ambitions.
Wealth Transfer
You've dedicated years to building your wealth, and we’re here to ensure it continues to benefit your family in the future. From buying homes for your children to transitioning a family business or passing on a holiday property, we provide expert advice and strategies for efficient wealth transfer across generations.
Charitable Giving
Your generosity isn’t just good for others; it’s a strategic part of your overall financial plan. We design a charitable giving strategy that maximizes benefits for both you and your chosen causes, making sure it aligns with your financial goals.
Business Succession
As you consider the future of the business you've worked hard to build, business succession planning becomes essential. We provide guidance to ensure a seamless transition that maintains your business’s and your financial health, aligning with your overall goals.