Wealth Planning

At EBC, our approach to wealth planning begins with a review of your goals, future aspirations and assets. Our wealth planning process focuses on developing a clear plan of your specific requirements and goals, so that a personalized action plan can be prepared that aligns solutions with your goals.

As part of your Wealth Planning approach, we will discuss the following items with you:

  • Family
  • Insurance
  • Education
  • Retirement
  • Total Assets
  • Risk tolerance
  • Asset Allocation
  • Wealth Transfer
  • Charitable giving
  • Business Succession
  • Income Tax Planning
  • Stock Option Analysis
  • Large purchases or sales
  • Investment Management
  • Funding and liquidity issues
  • Concentrated Positions/Portfolios


Our planning review helps enable you and your family to:

  • Review your net worth
  • Assess your views on risk mitigation
  • Discuss how you monitor and control your assets
  • Identify and list your most important goals and issues
  • Review your trust and company structure including wills and insurance cover


Following on from this review we can then provide advice on the following aspects of your plan, including:

  • Charitable giving
  • Cash flow analysis
  • Insurance planning
  • Business advisory services
  • Education funding analysis
  • Risk analysis and your risk tolerance
  • Investment planning and Asset allocation