MyWealth investors have a distinctive set of needs that often go above and beyond simple investment strategies. At MyWealth, the Townshend, Somani and Hunter Group work with you to navigate the complex world of estate and tax planning, charitable gifting and investment solutions that are tailored to what you are trying to achieve. While situations are similar, each individual is unique and their wealth solution should be as well. Continue reading to find out how we serve high net investors and familird.
A unique set of opportunities and challenges come with owning a business. There are a number of advantages with respect to financial planning and structuring your business that can be utilized to ensure the benefits of owning a business are maximized, while the risks that you face are minimized or, if possible, eliminated completely. As an owner of a business your focus is quite often on growing your business and maximizing its value, this leaves little time for you to make better and more sophisticated decisions as it pertains to your wealth. That is why utilizing MyWealth is such a value to business owners. We work with you to help craft a strategy to reduce taxes, maximize investment resources, and minimize risk so that you can spend time on doing the things that you love to do, which include growing your business.
Contact us to receive more information on how we help business owners:
At MyWealth, we specialize in successfully navigating the often complex world of taxation, risk management and estate planning and work with a carefully selected team of professionals to ensure that no stone goes unturned and build your own customized MyPlan that evolves and adapts to your ever changing needs. As an independent advisory group, there are no internal products or solutions. MyWealth has reviewed hundreds of managers and strategies globally and have hand-selected only the best-in-class managers and solutions designed to complement investors individual needs and market outlooks. Understanding that investors needs and markets evolve over time so does your own MyPortfolio.
So when you are thinking about your own wealth, think MyWealth, MyPlan, My Portfolio. To find out more about MyWealth or how to put your wealth first, please click below to arrange an introductory meeting.
Having a strong clientele that are globally connected has afforded the Townshend, Somani and Hunter Group a number of opportunities in early stage investment opportunities. Dave Townshend has been involved with retail investment banking since the mid 90s and involved in helping numerous companies find capital for growth and go-public strategies. Some companies include as Badger Daylighting, Oncolytics Biotech, Alliance Grain Traders, Atac Resources. Below are videos from Pesorama Inc.'s Joi Canadian Store roll out in Mexico City. Pesorama is a company funded by the Townshend, Somani and Hunter Group from concept to roll out and are currently looking to list on the TSX Venture exchange via RTO.
Pesorama's First Joi Canadian Store Opening, Mexico City, September 14th, 2019
Pesorama's Flagship Joi Canadian Store Walkthrough, Mexico City, October 3rd, 2019
JOI second store opening (Pesorama Inc.), Thursday, October 3rd, 2019
David M. Townshend