Sudden Wealth Managing an unexpected windfall

Although receiving wealth, which was not anticipated through an inheritance, business sale, divorce or legal settlement, can open up your life to many exciting opportunities, it can also create a challenging situation. It can be easy to be overcome with a myriad of ways to spend that money. Most of us have heard the story of the many lottery winners who a year or two later have gone through their winnings!

We definitely recommend caution and holding off on any decisions while you adjust to this new situation. At Grum Wealth Management, we can guide you through this transition and all the options available to make decisions that are right for you. We can also work with you to create a team of professional advisors to ensure this newfound wealth is preserved and assist with all the tax implications.

Sudden Wealth Management financial planning services include:

  • Wealth & Investment Management
  • Insurance & Annuities
  • Estate Planning
  • Strategic Charitable Giving
  • Risk Management
  • Business Succession Planning
  • Cash Management
  • Tax Considerations

Contact us for a 30 minute “Ask-us-anything” meeting to discuss moving you closer to a more certain future.

Access the Value of Confidential Integrated Wealth Management Advice on Your Current Investments

If a friend, family member, or family office has referred you to us, please email us at GrumWM@raymondjames.ca or contact us directly at +1 (403) 221-0315 to set up a confidential introductory meeting.