OUR SERVICES
At Khorshid Bourgeault Wealth Partners, we take a collaborative, team-based approach — balancing technical expertise with empathy and authenticity. We like to build long-term relationships with our clients to support them across life’s milestones, from the early stages of their career to the legacy that lives on after they’re gone.
We don’t shy away from challenging conversations, and every piece of advice, product or service we recommend is based on solely on your needs. Under the Richardson Wealth umbrella, we’re never pressured to offer a specific product or service.
Retirement Planning – Security and peace of mind
Retirement can bring feelings of both excitement and anxiety. That’s why we begin by exploring your objectives and the future you imagine, then map a path that turns those goals into actionable strategies.
How we help:
- Identify opportunities to build flexibility and strengthen your portfolio and plan as your savings grow
- Develop tax-efficient approaches to help your wealth work harder for you
Life changes, and plans shift. We keep pace by proactively monitoring your plan, addressing income gaps, developing a sustainable plan for your assets, and adjusting to ensure your retirement keeps pace with your life.
Your retirement plan isn’t static. It’s a living strategy built to support the life you want today and the legacy you hope to leave tomorrow.
Business Succession – Confidence for what’s next
You’ve put so much work into building your business and we’re here to help you reap the benefits of that. We start by understanding your business, your goals, and the vision you have for its future. From there, we map a strategy that helps ensure a smooth and successful transition.
How we help:
- Evaluate succession options, whether passing to family, management, or selling to a third party
- Incorporate advanced planning strategies like the lifetime capital gains exemption
- Review and advise on shareholder agreements
- Minimize tax impact to protect your financial well-being
Your business succession plan isn’t just a transaction. It’s a strategy designed to safeguard your legacy and give you peace of mind.
Intergenerational wealth transfer – Putting your family on the right path
Every family has a different vision and set of values. We begin by exploring your vision and values, the wealth you’ve built and the future you hope to create. Together, we design a plan that preserves your wealth across generations.
How we help:
- Support family members with milestones, from first homes to business transitions
- Facilitate constructive conversations about values, goals, and financial priorities
- Clarify inheritance, legacy, and estate planning considerations
Your intergenerational wealth plan is about more than finances; it’s about aligning your family’s future with your values and strengthening communication across generations.
Charitable giving – Making an impact
We start by understanding the causes that matter to you and how giving can complement your broader financial goals. We then design a giving strategy that maximizes both impact and efficiency.
How we help:
- Integrate charitable giving into your comprehensive wealth strategy
- Structure contributions to optimize tax efficiency
- Support long-term planning for sustained philanthropic impact
Your strategic charitable giving plan balances legacy and impact, benefiting both your family and the causes you care about.
Reach out to learn more about how we can bring clarity and confidence to your life.