We are here for your financial freedom.
Welcome to Empire Wealth Group
GET TO KNOW
Our Services
Portfolio Management
Every client portfolio is viewed differently and uniquely. We structure our portfolios based on your particular needs and objectives. We factor in variables such as your time horizon, risk tolerance, return objectives, tax situation, company stock plans, and legacy positions.
Financial Planning
Is simply your list of short and long-term goals that are important to you, with a strategy of how you’re going to use your money and other assets to achieve those goals. It might involve designing your saving or investing strategy, creating a will to protect your family, or insuring that your family will manage without your income should you pass on prematurely.
Tax Planning & Preparation
Successful financial planning involves implementing strategies that help you reach your financial goals, be they short-term or long-term. Over the long haul, taxes are quite often one of your single biggest ongoing expenses, and so prudent tax planning is a necessary and crucial step in ensuring that you’re on track to meeting your financial planning goals and objectives.
Will & Estate Planning
For many individuals, will and estate planning is a difficult subject to discuss and even more so to plan for as it brings up topics of their own mortality. However it is indeed something you need to talk about with your family and loved ones as you can’t obviously do so after you’re gone. And remember that no estate plan is exactly the same, and so your plan should be based on your personal priorities and goals.
Insurance
The right insurance solution offers peace of mind, helping you take steps to avoid perils that could result in a financial downturn. That’s why prudent insurance strategies can play a key role in any wealth management plan.
Loans & Mortgages
We want to help you find the right mortgage or financing solution for your specific financial goals.
Zacharie Sutton, CFP
Owner, Certified Financial Planner
Zacharie Sutton, a Certified Financial Planner, spent the last ten years at two of Canada’s leading financial institutions. “I started off in banking services and quickly discovered that helping people with their finances could positively impact every area of their lives. I became hooked on that notion, and my passion for giving clients the financial advice best suited for them was born.” Honesty and integrity are two of the pillars that Zach has built his reputation on. His mission is to understand each client’s goals, objectives and risks so he can create a customized financial plan for them.
“I sleep well at night knowing that I gave each client the advice that was in their best interest. I treat each client like they are family, and I want my family to sleep well knowing that they are in capable hands.”
Outside of work, Zach’s interests revolve around Faith, Family, Fitness & Fun. You will usually find him with his face buried in a novel, cheering on his 3 kids at soccer or gymnastics, or sharing a belly laugh with Tonya, his wife of 15 years.
Zacharie’s expertise lies in retirement planning, pensions, maximizing cash flow, estate planning and protection. Along with his Certified Financial planner designation, he is also a licensed life insurance agent.
Have Questions?
Don’t hesitate to reach out to us anytime to discuss your financial future.