Financial Planning
& Asset Management
We craft our financial services to offer custom-blended portfolios, on-going monitoring and focus on tax savings and exceptional customer service.
- Review our complete list of books in the Multop Client Library. (WEB PAGE)
- Download the complete list of books in the Multop Client Library. (PDF)
Financial Planning Department
Left to right - Tyler Ryan, Aretha Allen, Lydia Gustafson, Phil Multop, Melanie Multop, Gayle Miller & Andrew Knox.
Certified Financial Planning
- Portfolio Analysis & Management
- Asset Allocation
- Retirement Planning
- Charitable Gift Planning
- Business Succession Planning
We can help you check up on all aspects of your financial life - from your portfolio to your Will to your financing to your succession plans and accounting processes.
We have the experience, creativity and intellectual capital to do it all, and the personal, boutique service to make it all a pleasure for you.
If you want the best for your money, you want Multop Financial - an elite, private tax and financial planning firm that can navigate you toward peace of mind.
Our creativity is the difference
Do you need to reduce or defer taxes? Do you want to exit your business or career with the capital for a comfortable retirement? Are you ready for something different?
We draw on decades of expertise and the skills of our Strategic Allies to craft integrated, powerful solutions for you. If you feel anchored down by financial matters, we can help you feel free again.
Many of our clients first approach us with tax-related issues. As we discuss potential solutions, we reveal how other aspects of our portfolio management and income tax planning may simplify their financial futures.
In the process, we give you the gift of guidance: a well-considered plan to sustain your lifestyle, with thoughtful, integrated investment and tax management and a long-term horizon.
Nice people working for nice people
We want to serve you and put the wind at your back financially. If you tell us about your goals and dreams, we can put our minds to work and present routes toward them - including some you may not have known even existed.
Flawless follow-through
This is the factor that really earns us clients for life. When we say we will do something, we do it. Our service gives us an opportunity to show our quality and integrity, and we make the most of it.
We pair our broad knowledge of financial planning with our personal interest in your well-being to arrive at creative tax, income and business solutions. We enjoy implementing those solutions to bring you more financial certainty for retirement.
