Forbes Wealth Management

Forbes Wealth Management is a team of experienced financial planners passionate about empowering clients to achieve financial security and confidently navigate life's financial challenges. With over 35 years of expertise, we understand the unique complexities faced by families, professionals, and farm owners.

Who We Are

Our team consists of:

• Don Forbes CFP RFP CLU: With over 35 years of industry experience, Don provides comprehensive financial planning and wealth management services to clients from diverse backgrounds.

• Erik Forbes BA RFP: Armed with a wealth of knowledge and a client-centered approach, Erik specializes in retirement planning, estate tax planning, and insurance analysis.

• Nathan Heppner CFP BBA: A skilled financial planner, Nathan assists clients with investment planning, wealth management, and business succession planning.

Our Values

At Forbes Wealth Management, we prioritize:

• Integrity: We are committed to providing transparent and ethical financial guidance.
• Client-Centered Approach: We tailor our strategies to meet your unique goals and circumstances.
• Transparency: We operate on a fully disclosed fee-for-service basis, ensuring accountability and trust.
• Long-Term Partnerships: We believe in building strong, lasting relationships with clients for the long haul.

What We Do

Our comprehensive services include:

1. Comprehensive Financial Planning

• Creation of a personalized roadmap to achieve your financial goals.
• Analysis of your financial situation and liabilities.
• Development of a customized plan addressing your specific needs.

2. Farm Succession Planning

• Guidance on transferring the farm to the next generation.
• Valuation and transition planning.
• Minimizing tax implications of succession.

3. Retirement Planning

• Comprehensive strategies for maximizing retirement savings and income.
• Analysis of government plans and private investments.
• Development of a personalized withdrawal plan.

4. Estate Tax Planning

• Strategies for minimizing estate taxes.
• Preparation of wills, trusts, and power of attorney documents.
• Review and optimization of existing estate documents.

5. Insurance Planning

• Review of your existing insurance coverage.
• Identification of potential risks and recommendations for improvement.
• Cost-benefit analysis of various insurance options.

6. Corporate Structuring

• Review of your business finances and operations.
• Recommendations for optimizing your corporate structure.
• Assistance in implementing structural changes.