SERVICES TO INDIVIDUALS
ORYUS Wealth Management offers personalized services to optimize, protect, and enhance your wealth. Specializing in private and public pension funds, our team provides tailored solutions in portfolio management, taxation, retirement, and estate planning.
FINANCIAL PLANNING
We implement a structured process designed to manage your personal finances efficiently, helping you achieve your specific financial goals.
Analysis of Your Current Financial Situation
Defining Your Financial Goals
Budget Management
Investment Strategy Planning
Debt Management
Tax Planning
Retirement Preparation (CPP, OAS, Pension Funds e.g., RREGOP, RRPE, etc.)
Withdrawal Strategy
SAVINGS AND INVESTMENTS
Depending on your planned project, we will work together to develop a financial strategy that maximizes the potential of your money to help you achieve your goal.
RRSP/LIRA/RRIF/LIF
TFSA/First Home Savings Account (FHSA)
RESP
Mutual Funds
Segregated Funds
Other Plans
PERSONAL INSURANCE
Take advantage of a comprehensive strategy to protect your financial independence and those you love.
Life (temporary, whole, permanent, universal)
Critical Illness
Disability
Mortgage
