A custom fit, always
Our services adapt to fit a range of life situations, based on our clients’ net worth, income, current savings, and need for financial education and advice.
At Tasman, we have all of your bases covered:
Retirement
Where you are, where you want to be and how we can get there.
Estate
Protection and peace of mind with wills, powers of attorney, estate analysis, insurance and trusts to fit your circumstances.
Tax
Annual planning, monitoring and execution, in hand with suitable tax structures and return preparation.
Cash Management
A fundamental activity that is defined by your retirement plan.
Investment
Governed by a personalized investment policy statement (IPS) that reflects your objectives, risk tolerance and retirement goals.
Other Needs:
Your situation is unique and life is unpredictable. You can rely on our team to rise to the occasion for those priorities that matter most to you – including, for example, family support and charitable giving.
Are we the right fit for each other? Let’s talk about it, with no obligation. What value we can deliver to you, the scale of service required and our annual flat fee will be discussed and established at our first meeting.
We are here to help you achieve your financial goals.
Beth Malloch-Leclair
Client Support
