Amanda Baxter Email & Phone Number

Most business owners spend their working lives in their career, while in turn neglecting their personal finances. This often leaves them ill-prepared for the future. I specialize in helping Business Owners effectively reduce taxes, create generational wealth, and navigate the complexities of retirement without sacrificing lifestyle through our H.N. Process.We specialize in retirement planning and portfolio management. Our diverse clients prioritize growing investments, protecting futures, and enjoying life. With our unique philosophy, we drive long-term performance in any market. Preserving wealth and seeking growth are our top priorities. Our process ensures a target lifestyle for retirement. We track your plan and go beyond, exploring additional investment opportunities. Have you thought about the following:► Do you know if you have taken advantage of all tax planning opportunities?► Are you concerned about preserving and passing on your wealth to future generations?► Do you have a clear understanding of your entire financial picture into one comprehensive plan?► Is your net worth heavily concentrated in your company and you’re not sure on how to transform corporate earnings into personal wealth tax efficiently?► Have you recently assessed your portfolio to see how it would perform if we were to face another market downturn?►When it comes to retirement have you gone over the best and worst case scenarios in order to retire comfortably and maintain your desired lifestyle?►Have you assessed the things that matter most and the goals and dreams that are most important to you?These are some of the challenges we can help you overcome. Our five step process is called the Hillside Navigator - Discover and define your goals, understand and review where you are now, develop an action plan designed to reach your goals, continually monitor your progress with our help, and ensure you achieve your big meaningful dreams along the way. By utilizing the Hillside Navigator, we help our clients prioritize and plan for retirement and navigate the complexities of intergenerational wealth. Our team is multi-disciplined and talented at offering advice and guidance on everything from investment management, financial independence & retirement planning to family matters including estate planning, generational wealth, and legacy planning. We are the Hillside Family, a group of real people working together to realize big, meaningful dreams.If you need help with this, please reach out to me directly on LinkedIn, or email me at amanda@hillsidewealth.ca.