Call SB Partners 905-632-5978

Wealth management services in Burlington, Oakville and Hamilton.

Your Future, Your Plan.

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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.

Financial Planning & Wealth Management

We are 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.

Our Services

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Financial Planning

Assess your financial situation, discover your long-term goals and make a plan to reach them
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Investment Management

Together with Independent Accountants’ Investment Counsel Inc. we will sustainably grow your portfolio.
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Estate Planning

Determining how your assets will be preserved, managed and distributed after you're gone.
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Retirement Planning

Plan for your future by creating a retirement plan that works well with your budget.
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Asset Protection

Protect the future you’re investing in.
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Education Planning

Description

Partnered with IAIC

Independent Accountants' Investment Counsel Inc. logo Through a referral arrangement with Independent Accountants’ Investment Counsel Inc. (IAIC), we offer you direct access to a team of Advising Representatives 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 SBC Financial Ltd, along with IAIC’s Investment Management team, to provide a comprehensive and customized wealth management services.

Visit the IAIC website for more information.

How Financial Planning Works

To help you understand and make informed decisions about your financial future, your Wealth Management Advisor will guild you through five critical steps to creating your path.

Goals

  • Summarize your objectives
  • Determine the course of action

Asset Management

  • Review your current and projected assets and liabilities
  • Summarize your existing investment asset allocation and portfolio tax efficiency
  • Discuss your investment risk tolerance

Cash Flow

  • Clarify current and future sources of income
  • Illustrate your current and projected lifestyle needs

Asset Protection

  • Summarize and review your existing insurance coverage
  • Complete an insurance needs analysis to protect your assets and income

Wealth Transfer

  • Review your current will and powers of attorney
  • Analyze your current and future estate values and distributions

Financial Planning Resources

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Download PDF

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Download PDF

Our Wealth Management Advisors

Lorraine Little CFP

Lead Wealth Management Advisor

905-632-6134 | little@sbcfinancial.com

Our Wealth Management Team

Maureen Montgomery

Administrative Assistant

905-632-6134 | montgomery@sbcfinancial.com

Contact SBC Financial to start your wealth management journey.

Get in touch with our team to discuss where you are today and where you want to be tomorrow.

3600 Billings Court, Suite 203
Burlington, Ontario L7N 3N6
T: 905-632-6134

 

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