What We Do
Currie, Hughes & Associates offers you a sophisticated approach to managing your wealth by creating tailored strategies to meet your short and long term needs.
Our team will:
- Simplify your entire financial life
- Create peace of mind by reducing your financial concerns
- Guide you through critical financial events
- Deliver tax-efficient strategies across all aspects that improve your financial position
- Proactively adjust your plan as opportunities are identified
A holistic view of your wealth and your life
Our financial planning approach incorporates integrated tax and risk management strategies across six key dimensions of your financial life.
Optimizing your retirement
We’ll help manage the risks of retirement, aiming to preserve the capital you’ve built and to create a tax-efficient income stream to support your needs and goals.
Planning for major expenditures
We ensure you have the right plan in place to make your goals a reality – whether this includes education planning, investment or retirement property purchases, or other significant capital requirements.
Managing cash flow efficiently
We examine and continuously evaluate your cash and credit needs, with the goal to deliver the flexibility you require to meet your goals. From detailed cash flow analysis to tax-efficient income planning, we develop strategies tailored to you.
Preparing for the unexpected
We can’t always anticipate the challenges that we may be faced with, but we can plan for them. We’ll help you develop comprehensive risk management strategies to provide for those you care about.
Maximizing your business success
From optimizing corporate investments to business succession planning, we implement strategies that synchronize and enhance your personal and business needs.
Sharing your wealth
Establishing how to share your wealth will allow your legacy to live on for the people and causes you care about, including philanthropy, charitable giving, and intergenerational wealth and estate planning.
Experience our next generation IG Living Plan
Are you prepared for all the ‘what if’s’ in your financial life? Find out with our next-generation IG Living Plan.
With this interactive new digital experience, we can help you test different scenarios and show the impact of your decisions before you make them.
Our Process
We have found that our clients share similar concerns but need tailored solutions. At Currie, Hughes & Associates, we ensure that our team understands your personal or business objectives and deliver solutions that are customized for you.
Step 1
Introduction to our team and process, with an aim to helping you discover your ideal professional Wealth Management team who can deliver you significant value.
Step 2
Discover your values, dreams, goals, and concerns. We provide a detailed list of documents that we require from you to create a picture of your current financial situation.
*If you’ve never provided all these documents to someone before, you don’t have a detailed financial plan. You may think you do, but you do not.
Step 3
Analyze your current financial situation. We work with our extensive team of professionals to identify gaps and concerns with your current financial situation.
Step 4
Clarification. We have a follow up meeting with you to clarify the whys and how you’ve gotten to where you’re at today and where you want to go in the future. Until we have a full understanding, can we start identifying options to tailor solutions to take you from good to great to optimal.
Step 5
Presentation of where you’re at currently and the customized professional strategies of how your financial picture can be optimized. This usually includes the ability for increased spending, enhanced estate, increased tax efficiency, and overall increased client confidence.
Step 6
Finalize and implement the customized professional strategies that will synchronize all dimensions of your financial well-being.
To continue earning your trust and confidence, we will proactively service and respond as your life, family circumstances and markets change.