How Loren Nancke can help you achieve financial serenity
Taking care of your current filings and tax slip preparations, while also helping you prepare for the future with budgeting, cash flow, and business succession planning
Retirement and Investing:
Providing you with in-depth wealth planning, and coordinating with your retirement advisor or investment broker to ensure alignment
Legal and Estate Planning:
Supporting you in protecting your business and estate by coordinating with your lawyer or legal team, and preparing family, spousal or alter ego trust filings
Credit and Lending:
Helping you manage business loan repayments and build strategies to ensure your estate will remain out of debt
Insurance Planning:
Working with your insurance advisor to ensure that you and your corporation, family and legacy are covered if something happens to you
Personal Goals:
Weaving in your personal financial goals, so that your trust and estate planning doesn’t get in the way of your financial freedom
Loren Nancke by the numbers
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30+ years
Providing wealth planning and tax services in Western Canada -
10+ accountants
Helping individuals and business owners find financial serenity -
1 CPA firm
Offering trusted advice to clients in BC and Alberta
Our client journey to financial serenity
STEP 1:
Complimentary discovery meeting and service package refinement
Your journey to financial serenity begins with a complimentary, half-hour discovery meeting with our professional accountants. Once you fill out our contact form, our team will reach out to you to arrange a time to connect by teleconference or video call.
After the discovery meeting, our wealth planning specialists will create a service package for your consideration. The proposal will include the services we recommend to help you protect your assets, minimize tax implications, and create a long-term plan for your estate.
What is a discovery meeting?
A discovery meeting is your opportunity to get to know our firm to see if we would be a good fit for your financial needs. These calls also help our team better understand your financial situation, requirements, and objectives.
While we won’t provide any specific advice during this meeting, we will help you identify where our services could best support you and your legacy.
STEP 2:
Onboarding with Loren Nancke and a foundation GAP meeting
Once you become our client, our team will support you in onboarding with our firm. You’ll receive access to our secure systems, as well as an invitation to fill out our new client financial questionnaire.
We’ll then schedule your foundation GAP meeting, where our wealth and estate planning team will continue to work with you to develop a personalized financial plan that outlines:
- Your financial goals, now and into the future
- What you already have in place, such as trusts and wills
- What you still need to achieve financial serenity
What is a GAP meeting?
Short for Goal, Advisory, and Planning, a GAP meeting is a key component of the services we offer our clients. Our regular GAP meetings ensure that your financial plan isn’t just about numbers—it’s about aligning your estate, tax, and personal objectives into a cohesive strategy that works towards your goals.
We offer a foundation GAP meeting when you join us and continue to provide annual GAP meetings to help you stay on track as your life and circumstances evolve.
STEP 3:
Annual filings, GAP meetings and ongoing advisory support
Your life isn’t static, and your wealth and financial plan shouldn’t be either. Each year, our accounting team works with you to help ensure that your financial strategy remains compliant and evolves alongside your goals by offering:
- Corporate tax compliance
- Wage and dividend planning
- Personal tax compliance
- Financial consulting
- Goal, Advisory and Planning meetings
These annual services and check-ins allow us to ensure your wealth building strategies, estate documents, and any trusts remain aligned with your objectives. It’s all part of our holistic approach to help you build and preserve your legacy.
