Services

FINANCIAL PLANNING

We help you set financial goals to meet your desired lifestyle. At Ortgeard, we use a holistic “Life Planning” approach to financial planning. We had dreams and goals as children. We can still have dreams and goals as adults. We work with you to set your goals and attain your dreams. Call for a no-charge 40 minute consultation.

  • 7 areas of financial planning; Financial Management, Education Planning, Tax Planning, Asset Management, Risk Management, Retirement Planning & Estate Planning.

DIVORCE FINANCIAL ANALYSIS

Richard  Van Liempt is specialty trained to provide financial information and assistance to people going through a divorce. He evaluates the tax implications of dividing property and the financial impact of various settlement options for dividing marital property (including pensions) and child and spousal support payments. Richard is West Vancouver’s only practicing Certified Divorce Financial Analyst™.

  • Confidential and Supportive
  • Collaborative team approach with clients and lawyers
  • Analyse settlement proposals, including pension and retirement plan issues.
  • Bring an innovative and creative approach to settling cases
  • Appear as expert witness in court, mediation or arbitration proceedings

PERSONAL & CORPORATE INSURANCE

Personal life and health insurance provides a financial support at a time when life has thrown you a curve ball. Whether illness, injury or death is that curve ball, your financial needs should be the least of your worries. Insurance provides peace of mind, so you can concentrate on the important issues.

Corporate life and health insurance may be used for funding buy-sell agreements, protecting corporate cash flow against a principle’s dealth , illness or injury, as well as strategic tax planning and asset building. Each company is unique. Each business owner’s needs and goals are unique. Have a 40 minute no-charge consultation with a brief assesment and question period, reviewing your companies needs and goals.

  • Life Insurance for income protection, debt protection (mortgage) and buy-sell agreements
  • Personal or Corporate Whole Life Insurance for savings, estate planning and gifting
  • Disability or Critical Illness Insurance, “keyman insurance”
  • Long Term care Insurance
  • Travel insurance
  • Health and Dental Plans
  • Health and Welfare Trusts

SPECIALTY SERVICES

In addition to our specialites, Ortgeard offers services that work hand in hand, complimenting the planning process.

  • Health and Dental Plans
  • Health and Welfare Trusts
  • Annuities
  • Elder Life Planning
  • Debt Consultation
  • Investment Consultation
  • Mortgage Referrals
  • Wills & Trust Referrals