financial roadmaps for clients such as corporate executives, business owners, professionals, and retirees. WEALTHdesigns.ca also offers retirement and estate planning, including severance and inheritance planning, succession planning, philanthropy planning, and will and trust planning. In addition, it provides individual and group benefits advice, covering life, disability, critical illness and long term care insurance, executive pensions, and group savings plans. The firm conducts contract analysis, product consultation, and ongoing plan monitoring to align recommendations with each client’s financial objectives.