With over 30 years of combined experience, at Santos & Associates we provide integrated wealth management and financial planning that addresses every aspect of your financial life; retirement planning, investment management, tax planning, estate planning, and insurance planning in one coordinated strategy for business owners and professionals throughout Ontario.
Santos & Associates offers you a sophisticated approach to managing your wealth by creating tailored strategies to meet your short and long term financial goals; integrity, accountability, a specialized collaborative approach, and our commitment to provide a superb client experience. For you, this means more time to enjoy your life with the confidence that your financial affairs are in good hands.
As a Canadian firm, at Santos & Associates we believe in giving back to the communities in which we live and work. Through both individual and team initiatives, we support local organizations and national programs that strengthen communities and promote greater financial confidence for Canadians.
With an enhanced team-based approach that provides both local and national industry expertise, Santos & Associates provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.
Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, we’ll integrate sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient.
We are guided by a disciplined investment approach that leverages the combined talents of IG Wealth Management’s investments team and leading global investment partners. This helps unlock a world of opportunity, so you can confidently pursue your goals and financial well-being.
Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.
We work with business owners and professionals who enjoy financial success. We help define near and longer-term strategies to maximize financial well-being, minimize taxes, and educate clients to be able to care for the things that matter most to them.
I’ve had the very good fortune of having Sil Santos as my Financial Consultant for both my personal and business planning for the past four years. His professionalism and knowledge of his industry, as well as his ability to explain investment and tax complexities, provides me with a genuine level of comfort and trust in him. Sil’s affable personality and great sense of humour make dealings with him a pleasure. If you ever need solid and trustworthy financial planning advice, you’d be well served by Sil.
Download our free whitepaper on estate planning for guidance on what you need to know to create the right plan for your loved ones.
