Though a senior wealth advisor by title, think of Brad Bennest as your family’s financial quarterback.
When clients come to him with the most important of money matters, Bennest’s role is to understand, plan, and execute.
And he’s surrounded by a team of experts at Vancouver’s to help fill in any gaps, not unlike a supporting cast of wide receivers, linebackers, and running backs.
“Successful families have complicated financial situations, and they need a team of specialists to advise them,” Bennest notes. From financial planners to accountants, trust officers, investment managers, and tax specialists, Bennest’s team has all the “players” to help build and execute an effective financial plan for your family.
Bennest’s clientele typically has more than $1M to invest and fall into three categories: business owners, retirees, and corporate executives. These are the type of people with a need for investment management, financial planning and estate planning, and that’s precisely what the Raymond James Ltd. team focuses on.
Whether you’re approaching retirement, selling the family business or real estate, Bennest and his team can help advise and put a plan in place.
“We take the time to clarify what’s important to you, what your goals are, and create a financial plan personalized to your situation. Our plans incorporate all your investments, real estate, and businesses and cover tax, retirement, estate planning, and any cash flow needs you may have,” Bennest explains.
“Also, we re-visit and update these plans every 2-3 years to make sure everything is on track. We recognize that your situation will change over time, and we adjust the plan accordingly.”
What are the issues du jour? The Raymond James team is seeing a pair of big ones: how to protect and grow money in a year when markets are down and how to organize a retirement and estate plan to transfer your wealth to the next generation.
“’Will my money last given how much I spend?’ ‘How do I minimize taxes?’ ‘How do I properly organize my financial affairs for the next generation?’ These are the type of questions we answer every day,” says Bennest.
“There’s never a dull moment,” he continues. “We love what we do, and it’s very rewarding to help our client families achieve their financial goals.”
Brad Bennest is a senior wealth advisor and portfolio manager at Raymond James Ltd.
To set up a free consultation call, call Brad Bennest at 604-659-8454 or email [email protected].
