Wealth management services in Burlington, Oakville and Hamilton.
Since 2000, SBC Financial Services Ltd. has been providing exceptional, tailored wealth management services. We understand how hard you have worked for your wealth, and the importance of financial security when you look into the future.
We’re here to help you maintain and grow your wealth by taking a holistic and tailored approach. Your situation is unique to you and your financial plan should reflect that.
Working alongside your accountant and other professionals, SBC Financial Services Ltd. is dedicated to helping you achieve your goals and objectives. Our wealth management advisors develop comprehensive financial plans and quarterback the implementation process, safeguard your financial future and provide ongoing support and advice.
Education Planning
Prepare and plan for post-secondary education and related expenses.
Retirement Planning
Plan for your future by creating a retirement plan that works for you.
Estate Planning
Determining how your assets will be preserved, managed, and distributed after you’re gone.
Investment Planning
Together with Independent Accountants’ Investment Counsel Inc. we will sustainably grow your portfolio.
Asset Protection
Protect the future you’re investing in.
Financial Planning
Assess your financial situation, discover your long-term goals and make a plan to reach them.
Independent Accountants’ Investment Counsel Inc. (IAIC)
Through a service arrangement with Independent Accountants’ Investment Counsel Inc. (IAIC), Crawford Smith & Swallow offers you direct access to a team of Portfolio Managers who will tailor an investment management strategy that is specific to your unique circumstances.
IAIC benefits from the longstanding relationship and familiarity your accountant has with your personal and financial situation. This allows our integrated team at Crawford Smith & Swallow, along with IAIC’s Investment Management team, to provide a comprehensive and customized wealth management services.
Visit the IAIC website for more information.
Financial Planning Resources
Integrating the investment process with accounting, tax and estate planning learn about the power of integration.
Our resource library provides financial planning insights and information to help preserve your wealth for the future.
The Psychology of Selling Your Business
Thinking of selling your business? Many owners, like you, find themselves struggling with a deep-seated reluctance to sell, which can be hard to understand and even harder to overcome.
The Psychology of Selling Your Business
Thinking of selling your business? Many owners, like you, find themselves struggling with a deep-seated reluctance to sell, which can be hard to understand and even harder to overcome.
Staying Calm When Markets Are Volatile
Thinking of selling your business? Many owners, like you, find themselves struggling with a deep-seated reluctance to sell, which can be hard to understand and even harder to overcome.
Our Wealth Management Team
