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Our firm of professionals supports clients as they navigate life transitions to ensure maximum enjoyment of a wealthy life and legacy.
Based in Saugeen Shores we are a financial planning office that serves clients both locally and across the country. We are best able to serve clients who are focussed on increasing their personal net worth.
Helping our clients navigate the transition points in life ensures that they are able to experience maximum enjoyment of a wealthy life and legacy.
We have a team of different professionals in our office, and maintain a network of contacts that we can refer to as necessary for clients.
Our goals are your goals – we want what is best for you. Working together is the best path forward for our clients, and mutual trust is what we rely on to accomplish that.
We believe that everyone plays a part in making the world a better place, and make responsible decisions where possible.
We strive for a level of excellence that instills confidence for our clients.
There are many transitions that we go through in life, and they all have important financial implications. Having an advisor should give you the peace of mind that you’re navigating through those transitions having made the right decision for your financial situation.
Retirement Planning
Estate Planning
Intergenerational Wealth Transfer
Charitable Giving
Small Business and Professionals
Education Saving
Insurance Protection
Disability Saving
Travel Insurance
Mortgage and Banking
Aging in Place
This is the main transition that advisors help with – but each situation is different. What worked for your co-worker may not be applicable to you. We can help with the financial decisions – when to take government benefits, whether to commute your pension or not, and how your benefits will be affected. We can look at how to structure your income stream, and try to minimize your tax impact. All these things can be different for different clients.
This is one of the guaranteed things in life – death. It’s not something we all like to think about, but it can be made simpler for those you’re leaving behind. Having those discussions with your advisor can help preserve more money for your estate, ensure your assets are distributed as you would like, and save money in fees. While your family is grieving, we can help ensure they’re able to focus on that, not money stress.
When an estate is created, there’s money moving over to the next generation. We are in the middle of the largest transfer of wealth between generations we have ever experienced. This means that there a lot of inheritances happening, and we want to ensure that the money is used as beneficially as possible for your family. We want to work with both sides to ensure that the money is used wisely and will continue to create wealth for families for future generations.
As you begin to transition to a more mature stage of life and you begin to think about your estate, charities that have impacted your life may become an important consideration for you. There are ways to structure gifting that have an impact now and for many years into the future.
At Purewealth Financial Group we understand the value of working with a team. We are quite proud of our local office and the extended team of resources we have developed across the country. We all share common values of independence, excellent service and a high level of dedication to our clients.
Kristen began her career working alongside her mother in 2012 in the original business, Underwood Financial. She purchased that business in 2018 and has continued to grow and expand her knowledge and client base. She loves working with and knowing her clients’ families, helping them feel confident as they make financial decisions that impact the rest of their lives.
Kristen and her husband Steve have three daughters – Keagan, Alexa and Everleigh. The whole family is active in sports in Saugeen Shores and you’ll likely see Kristen helping coach a team or three, depending on the season!
Cindy has been involved in the financial industry for over 25 years. Having achieved her Honors BA in Management Economics from the University of Guelph as well as the Chartered Financial Analyst (CFA) Designation, she focuses her energies on helping clients achieve their goals.
Cindy endeavors to demystify the world of finance and ensure that clients feel comfortable with their financial decisions.
Foster joined our team in 2023 after beginning his career in the banking sector. A former Division 1 Lacrosse player at Quinnipiac University, he earned his Bachelor’s Degree with a focus on International Business and Finance. He has completed several certifications since joining our team and continues to pursue relevant designations.
Outside of work, Foster enjoys playing hockey and lacrosse, and is passionate about staying informed on the financial markets.
Get in touch for a complimentary review and consultation to see if we’re a good fit!