Introducing Compass Virtual Family Office: A Partnership to Elevate Your Financial Success
Dickson Chartered Professional Accountants is thrilled to announce a strategic partnership with Fischer Financial Services to introduce Compass Virtual Family Office (VFO). This innovative collaboration aims to provide our clients with a comprehensive and cohesive approach to wealth management, ensuring they receive the best financial advice and services to reach their goals.
Navigating Your Financial World with Confidence
Ever wondered if your advisors truly understand your goals and plans, working seamlessly to help you achieve them? It might be time to review your complete financial world. Compass VFO is an expert virtual family office designed to bring together professional services, identify gaps for opportunity and risk, and ultimately guide you towards financial success.
The 2nd Opinion Discovery Service
The journey with Compass VFO begins with the comprehensive 2nd Opinion Discovery Service. Through our systematic and proven Wealth Management Consulting Process, we analyze your financial landscape to determine any gaps for risk or opportunity. This service sets the stage for a collaborative and informed approach to your financial well-being.
Harnessing Expertise Through Collaboration
Once the 2nd Opinion Discovery Service is completed, Compass VFO engages a network of carefully selected professional advisors. These experts contribute their knowledge and skills in key aspects of your finances, working together to provide you with the peace of mind that comes from knowing your financial matters are handled by experienced and trustworthy individuals.
Compass VFO Services
Our virtual family office model encompasses a range of services tailored to meet the unique needs of family businesses. Some of the services include:
Financial Reporting
- Customized financial reports
- Cash flow projections
- Investment performance analysis
Family Enterprise Support
- Pay bills and monitor invoices
- Preparation of payroll filings
- Indexing of important documents
Tax Savings Specialization
- Tax-saving analysis and options for family enterprise
- Next-generation tax-efficient transfers
Investment Analysis
- Internal rate of return
- Basis tracking
- Target asset allocation
Business Insurance Risk Specialists
- Customized plans for creditor protection
- Creating shareholders agreements
- Selecting beneficiaries to avoid taxable shareholder benefits
- Leveraging insurance policies for tax-free retirement income
- Protecting children and business owners from taxes due to unexpected critical illness/death
Learn More about Compass VFO
Compass VFO is founded by two well-established and experienced organizations:
- Dickson Chartered Professional Accountants: A boutique accounting firm in Victoria, British Columbia, specializing in tax planning, tax compliance, and strategic business services.
- Fischer Financial Services: Offering highly personalized financial services for wealth management, financial planning, enterprise transition, and tax & insurance guidance.
Embark on a journey of financial confidence with Compass Virtual Family Office, where expertise meets collaboration to pave the way for your financial success. Explore the possibilities and elevate your financial future with us.