Wealth Planning
The Thrive Wealth Strategies team is committed to delivering a personalized wealth planning approach that aligns with your individual goals. Through a disciplined focus on investment management and protection planning, we craft solutions tailored to your financial life, encompassing your priorities, retirement, and legacy. With our expert guidance, you can confidently achieve your financial goals and secure the future you envision
INVESTMENT PLANNING
Choosing which investments can be a complicated and stressful task as there are many options available. At Thrive Wealth Strategies, you will work with a team of qualified professionals that will align your investment portfolio to your goals tailored for your situation.
FINANCIAL PLANNING
Your financial vision and goals are unique. We provide tailored financial advice to help you succeed. Through our knowledge of the Six Steps to Financial Peace of Mind and our expertise in investing, risks and obligations, retirement and income planning and estate considerations, we work with you to understand your financial vision.
PROTECTION PLANS
We don’t just sell insurance, we build protection plans
With so many insurance companies and products to choose from in Canada, it can be difficult to know what the best choice is for you, your family or your business. At Thrive Wealth Strategies, we spend less time selling products, and more time building protection plans that fit your needs.
Protection plans built specifically for you
Your plan will include the best insurance products we have to offer, as well as a clear explanation of why you have it, how to use it, and what it covers. Your Wealth Protection Specialist will walk with you every step of the way and are committed to ensuring you always have the information you need.
Find a Wealth Specialist near you!
Meet The Team
At Thrive, you’ll never leave wondering about the details of your insurance
You’ll never leave asking yourself if you chose the right protection, or second guessing the protection you have. We’ll do everything we can to ensure you fully understand your protection plan, and you walk away with complete peace of mind. Because, peace of mind isn’t just having a protection plan, it’s fully understanding the protection you have.
Learn more about our different protection plans.
Thrive Wealth Strategies Ltd. is a subsidiary of Thrive Wealth Management Ltd., offering financial planning, life insurance and investments to members of credit unions and their communities.
