A balanced financial plan is the key to achieving future goals.

Our goal at Cunningham Wealth Management Inc. is to be the quarterback of your financial team. Our objective is to ensure a co-ordinated financial team effort with the services provided by your other advisors, such as: your investment advisor, your lawyer, your insurance advisor and your banker. In this manner, each member of your financial team can contribute expertise in portfolio management, financial planning, risk management and insurance strategies under the co-ordinated direction of Cunningham Wealth Management Inc. 

As lead coordinator, we seek to ensure that your family's wealth and estate is maximized, while minimizing to the greatest extent possible, the taxation of your estate. 

Part of our mandate is to monitor whether the financial plan and investment portfolio developed for you conforms to your agreed investment mandate and whether the strategic asset allocation reflects your stated risk/return profile. 

By monitoring your investments, we help ensure proper utilization of capital gains and capital losses and ensure consideration is given to the taxation effects of investments held by your RRSP versus those held by a non-registered account. We can also act as a second set of eyes and work with your advisor to help identify duplication of investments where you have multiple accounts, oversee that GIC and bond investments are properly laddered and help you feel more confident with your financial plan.

Every team needs a good quarterback, does your team have one?