Financial Planning
Abrdn Canada's financial planning practice offers holistic wealth management services for individuals, families, and business owners. We take a long-term, goals-based approach—integrating tax efficiency, estate planning, and investment strategy into a unified financial roadmap tailored to each client's unique circumstances.
Who we serve
Individuals
Personalized wealth strategies for high-net-worth individuals seeking clarity and growth.
Families
Multi-generational planning that aligns values, legacy, and financial objectives.
Business Owners
Integrated advice for company succession, liquidity events, and personal wealth.
Core Services
Comprehensive wealth assessment & goal-setting
Build a clear roadmap based on your net worth, cash flow, and life objectives. We analyze every angle.
Tax-efficient investment & income planning
Minimize tax drag while maximizing after-tax returns across accounts and jurisdictions.
Retirement and pension strategy
Design sustainable income streams to maintain your lifestyle in retirement, with inflation protection.
Estate planning & wealth transfer
Ensure your assets pass seamlessly to the next generation according to your wishes, with minimal tax leakage.
Business succession & exit planning
Prepare your business for sale or transition while preserving value and securing your family's future.
A unified roadmap, tailored to you.