Grow. Protect. Share.
Our philosophy is at the foundation of everything we do and centers around
three guiding principles:
1) Growing your wealth in a way that is consistent with your “above the line” goals
2) Protecting your Financial Independence, Family Legacy and Social Legacy
3) Sharing your wealth and resources in a meaningful and strategic manner
Our Discovery process is designed to identify the “Place of Most Potential” within the key areas of:
Financial Independence - Determine the resources required to sustain the lifestyle you desire for the remainder of your life.
Family Legacy - Protect and preserve the core values and wealth for the next generation and beyond.
Social Legacy - Develop strategies and plans to effectively manage tax obligations while maximizing your philanthropic endeavors.
“Pat is my “go to guy” on the outside of my business. With over 1,000 employees there are a lot of things I need to consider. I have tremendous comfort knowing that Pat is on my team.”
- Jim McManes, President
McManes Automotive Group
© 2009 Blackwood Wealth Planning All Rights Reserved | Suite 1130 – 200 Graham Avenue, Winnipeg Manitoba, R3C 4L5 | 877-480-9444
