FINANCIAL PLANNING SERVICES

OUR SERVICES

WEALTH STEWARDSHIP PROGRAM
RETIREMENT PLANNING
INVESTMENT REVIEW & ANALYSIS
INSURANCE NEEDS ANALYSIS
ESTATE PLANNING
ESTATE ADMINISTRATION
TAX STRATEGIES
ANNUAL NET WORTH ANALYSIS

At Henderson Partners, it is our goal to provide clients with an integrated, solutions-based, structured approach to the management and coordination of their wealth management needs. We also believe that integrated planning is better than stand alone planning and we are proud to offer our clients a unique approach to helping them grow and manage their wealth.

Advice only means that our compensation is not tied to financial products, referrals or the value of your assets. Our objectivity and independence ensure that the solutions we recommend are based on the merits of the strategies alone and the value they bring to our clients. Here are some of the ways we are helping our clients achieve a cohesive wealth management plan:

Comprehensive Planning Services
• Cash flow analysis / retirement planning
• Risk Management
• Estate Planning
• Financial Management
• Tax Planning
• Philanthropic planning
• Family governance

Investment Advisory Services
• Portfolio Review Assessment
• Manager Search
• Investment Oversight

Estate and Trust Services
• Preparation of accounts for passing by the courts
• Inventory and valuation of deceased’s assets and liabilities
• Maintaining estate and trust books and records
• Where necessary, arrange for interim management of the deceased’s business
• Providing monthly, quarterly or annual reports to beneficiaries
• Assist with management of assets for on-going trusts if the will so directs
• Preparation and review of trust and estate tax returns
• Preparation and advice related to terminal tax returns

I’ve had a trusted relationship with Christie Henderson and her team for over 18 years. Henderson Partners has been instrumental with offering business advice around mergers and acquisitions, ultimately helping Mico Systems to become one of Canada’s fastest growing companies ranked 241 on the 2016 Profit 500.

Scott Barrett

Mico Systems

Christie is our accounting superhero. For over a decade she has been a trusted advisor with a truly unique ability. Her herculean, professional strengths are only matched by her genuine care for our family and family enterprise and that has helped us reliably manage short term needs in a professional and innovative manner and helped us realize our long term goals

George Carras

Real Strategies

I have been working with Christie since I started my business 17 years ago. I have relied on her input, expertise and planning skills throughout my career. Christie has always been my most vital sounding board, in times of challenge and growth she always has valuable insights and advice. The entire Henderson Partners team go above and beyond to provide outstanding service.