Value Partners Investment Counsel Value Partners Investments

Wealth Management

Making the Most of Your Life’s Work

Your wealth goes beyond investment returns. Total wealth management focuses on your overall financial well-being and includes investment counselling, advanced planning (wealth enhancement, wealth protection, wealth transfer, charitable giving, etc.) and relationship management.

Our clients feel confident that their money is working for them as effectively as possible and that their financial affairs are in order.


All clients have their own unique circumstances and have different things that their money needs to do for them. We partner with experts in all areas to ensure client’s financial needs are met throughout the various stages of life. With the right advice, you will have clarity around critical questions that impact your wealth and legacy.

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Questions To Consider

We take the time to understand your financial situation and your goals, and to know what your money needs to do for you. 

Case Studies

How we helped our clients

Unlocking $5 Million: How One Couple Transformed Wealth into Impact

Couple donated money effectively, without hurting their relationship with their children.

Mr. and Mrs. P, both 52-year-old business owners, found themselves in a unique position after selling their company for $5 million. Despite having ample retirement savings prior to the sale, they were faced with the question of how to best utilize their newfound wealth to make a significant positive impact on their community. However, this decision came with its own set of challenges. They needed to navigate how to involve their adult children in the decision-making process, despite potential implications for their inheritance.
We approached the situation methodically, ensuring Mr. and Mrs. P had a comprehensive understanding of their financial landscape. Through a sensitivity analysis, we provided them with the assurance that even with generous donations and conservative financial planning, their lifestyle could be comfortably funded until age 90.

Furthermore, we facilitated open discussions with their children, engaging them in the decision-making process. By fostering a dialogue around shared values and the importance of giving back, we transformed potential tension into a united family mission. Additionally, we guided the selection of a financial structure that maximized tax benefits and provided flexibility for future philanthropic endeavors.
With our guidance, Mr. and Mrs. P transformed their wealth into a tool for meaningful change. By establishing a donor-advised fund as recommended, they not only minimized tax liabilities but also channeled their resources towards deserving causes. Importantly, involving their family in the decision-making process led to a shared commitment to philanthropy, fostering unity and purpose within the family.

This strategic approach not only aligned with Mr. and Mrs. P's values but also ensured that their wealth could positively impact countless lives in their community. By turning a potential source of familial tension into a catalyst for collective action, the outcome was a win-win for Mr. and Mrs. P, their family, and the broader community they sought to support.

Unveiling Financial Vulnerability: The Hidden Risk Behind Three Profitable Businesses and a Home

Entire net worth tied up in one sector without realizing it.

G & L, residents of Edmonton, appeared to have a solid financial foundation at first glance. They owned their home and three thriving businesses, with diligent savings for retirement. However, upon closer inspection by our team, a crucial risk emerged: their entire net worth was heavily tied to the oil and gas sector. Their businesses, home value, and investment portfolio were all intertwined with the fluctuations of this volatile industry. Recognizing the potential threat to their retirement aspirations, the aim was clear: mitigate investment risk to ensure a worry-free future.
We embarked on a comprehensive assessment of G & L's investments, highlighting the vulnerability posed by their concentrated exposure to oil and gas. Through detailed analysis, we illustrated the potential impact of a prolonged downturn in the sector on their portfolio. The plan involved diversifying investments into sectors unrelated to oil and gas, such as businesses in transportation, like railroads, which could benefit from lower fuel costs. Additionally, we advocated for diversifying internationally to reduce exposure to Canadian banks heavily tied to oil and gas loans.
Armed with this strategic insight, G & L began to reimagine their financial landscape. We provided historical data demonstrating the resilience of the recommended diversified portfolio during periods of oil price volatility, contrasting starkly with the significant downturns experienced by their previous concentrated investments. Since partnering with Value Partners, G & L's net worth has rebounded, instilling confidence in their retirement prospects. Now, even if the housing market fluctuates or their businesses face challenges, their wealth remains protected, offering them the peace of mind they deserve as they approach retirement.


In the early stages of communication with clients we are very transparent as to what fees exist. This ensures that all clients are aware of all fees before they commit to proceed. At Value Partners Investment Counsel, we are, and always have been, competitive regarding pricing. 

Making the most out of your life’s work

On a scale of 1 – 10, how confident are you that your money is working for you as effectively as possible and that all your financial affairs are in order?

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