Finance & Insurance
Timothy is an Associate Financial Consultant with Bootle & Associates Private Wealth Management, one of the most successful high-net worth financial planning teams in Canada. His role involves developing strategies using his strong understanding of the fundamentals of financial planning, investments and wealth management to preserve wealth, manage client risk, and neutralize the impact of taxes.
Working exclusively with affluent clientele that have minimum investable assets of $500,000*, we provide a partnership opportunity that is as unique and individual as the clients that work with us.
Our unique value proposition is centered around a written financial plan that optimizes the following key interrelated financial areas:
-Tax Planning (minimization and deferral)
-Investment Planning (asset location vs allocation)
-Financial Management (personal and corporate)
-Retirement Planning (build a tax efficient retirement pay check)
-Insurance and Risk Management (identify, evaluate and protect against risk)
-Estate Planning (preservation and tax-efficient transfer)
Due to the exclusive nature of our services, and the limited capacity to accept new clients, all potential clients are considered on a case-by-case basis.
*Investors with less than $500,000 investable assets may be considered on an individual basis if there is a reasonable expectation of attaining the minimum threshold in the foreseeable future.
Mr. Timothy J. Goodkey
- Phone: (780) 448-1988
- Cell Phone: (780) 699-2727
- Send an Email