Our Services

The Egan Group offers high-net-worth individuals, families, business owners and institutions a comprehensive suite of investment management and financial planning services. Our services, advice and management strategies are customized to each clients’ objectives, fostering alignment and producing an exemplary client experience.


Investments

Whether your goal is to prepare for retirement, diversify your portfolio or establish retirement and savings plans for your employees, our team examines your investment options in order to build a customized portfolio that takes into consideration your financial security goals, tolerance to risk and timeline. With an emphasis on tax-efficiency and value, we help you select quality investments to strengthen your portfolio and position you for success.

Our investment services include:

• Group retirement and savings plans, including registered retirement savings plans designed specifically for groups, deferred profit sharing plans, defined contribution pension plans and non-registered savings programs
• Registered education savings plans (RESPs)
• Registered retirement savings plans (RRSPs)
• Segregated fund policies
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Managing Your Finances


Savings

We develop savings strategies based on individual needs, commitments and goals at all stages of life. Our team works with you to build a strong foundation for your savings and maintain it with best practices and ongoing financial education.

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Tax Planning

Our team will design a custom tax plan based on your needs and investment strategy. We strive to help you structure your financial plan in a tax-efficient manner, as well as capitalize on the tax benefits of charitable donations, life insurance policies and investment products.

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Estate Planning

From wealth transfer and family values education for the next generation, to life insurance considerations, written wills and trusts, we help you protect your loved ones and help ensure your legacy’s sustainability.

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Mortgages

Whether your goal is to purchase a one-bedroom condominium or a five-bedroom house, we work with you to help plan a mortgage strategy that fits your needs and considers your other financial responsibilities.

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Services for Businesses


Financial Planning for Business Owners

We understand that business owners face distinct challenges and opportunities when it comes to financial planning. Whether you seek to grow your business or you’re considering self-employment, our team helps you review important financial considerations and understand their impact on your overall plan.

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Risk Management

At The Egan Group, we help you prepare for the unexpected with comprehensive risk management solutions. Whether you’re single or have a family; a professional or a seasonal employee; or an executive or small business owner, we work with you to design a customized risk management plan that supports your objectives and overall financial plan.

We offer a variety of insurance products, including life, long-term care, disability and critical illness insurance to help you protect your family, income, business and legacy.

Our team is dedicated to helping you manage your risk so that you can maintain your financial independence, lifestyle and long-term financial plan.

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Services for Individuals


Asset Allocation

At The Egan Group, we believe that your asset allocation should reflect your desired goals, priorities, investment preferences and tolerance for risk. We develop individualized asset allocation strategies to mitigate the risks of any one asset class though diversification and balance. Each strategy is built on the careful consideration of key elements of your financial profile, including:

• Investment objectives
• Investment preferences
• Risk tolerance
• Taxation
• Time horizon

As you move through life’s stages, your needs, preferences, priorities and risk tolerance change. Our team works with you on an ongoing basis to ensure that your allocation strategy evolves with you.

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Retirement Planning

You’ve worked hard to establish and build your legacy. Let us help you prepare for a secure retirement that enables you to pursue your passions. We help you explore essential facets of retirement planning, including:

• Employer-sponsored qualified plans
• Estate planning & wealth transfer
• Healthcare & long-term care
• Income needs
• Insurance planning
• Social Security optimization
• Traditional & Roth IRAs
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Charitable Giving

At The Egan Group, we work with you to incorporate your philanthropic gifting desires into your overall financial strategy. Whether you seek to establish a charitable fund or support a local organization, we help you give back to the causes near and dear to your heart.

Our offering includes:

• Charitable lead trusts
• Charitable remainder trusts (including unitrusts, annuity trusts and pooled income investments)
• Organization due diligence
• Tax optimization strategies
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Business Succession Planning

Your business is a part of who you are—whether you built it from the ground up or are preserving a family tradition, your time, effort, tenacity have resulted in success and an enduring legacy. We help you protect the fruits of your labor with business succession strategies tailored to the distinct needs of your business and your personal objectives.

Our areas of focus include:

• Business transfer strategies
• Business valuation
• Development of business owner Buy-Sell Arrangements (including entity plans and cross purchase agreements)
• M&A and business sale options
• Retirement planning
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