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TERRA COTTA WEALTH MANAGEMENT

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FULL-SERVICE WEALTH MANAGEMENT SOLUTIONS FOR INDIVIDUALS AND BUSINESSES


MAKING HIGH NET WORTH FINANCIAL STRATEGIES ACCESSIBLE TO ENTREPRENEURS AT EVERY
STAGE OF BUSINESS.

Book A Discovery Call


COMMITTED TO YOUR FINANCIAL WELL-BEING

Founded by the Terra Cotta Financial Group in 2014, Terra Cotta Wealth
Management’s purpose is to provide you with the freedom and security to make
choices based on aspirations, not limitations.

We offer a full suite of financial services, including:


ESTATE PLANNING

Preparing how your assets will be preserved, managed, and distributed now and
into the future.


RETIREMENT PLANNING

Determining your retirement income goals — and how to get there — so that you
can live your post-work life to its fullest.


TAX PLANNING

Finding ways to reduce or minimize the taxes you or your business pays to the
Canada Revenue Agency.


BUSINESS SUCCESSION PLANNING

Creating a plan for transferring your business ownership as you move into
another role or begin your retirement.


INSURANCE PLANNING

Evaluating risks to you, your business, or your family, and determining what
coverage you need to mitigate those risks.


PENSION ASSET MANAGEMENT

Establishing and Managing Personal Pension Plans for entrepreneurs and their key
employees.2


INVESTMENT MANAGEMENT

Handling your investments so you can achieve your short and long-term financial
goals.1


GROUP BENEFITS

Determining the best rate and the right plan that meets the needs of your
business and employees.

1. TCWM uses TCIC as a sub-advisor for some client investment accounts.
2. TCWM uses TCIC as a sub-advisor for its pension asset management.


WORK WITH THE BEST TEAM IN THE BUSINESS

Led by Senior Wealth Advisor, Jaime Power, the Terra Cotta Wealth Management
team are leaders in the Canadian wealth management industry, operating with
unparalleled collaboration, integrity, and commitment for your financial
success.

"Jaime genuinely cares about her clients. She forms real long-lasting
relationships with her clients and is invested in your future and success. Jaime
not only has the knowledge and experience I am looking for in a financial
advisor, but also the passion and patience to explain all of my options allowing
me to feel confident in my plan. She really takes the time to listen to your
goals and aspirations in order to provide a tailored plan that fits you and your
family's needs now, and for the future."
— Holly F.

“Jaime Power is not just my financial advisor, she is a force for positive life
transformation. Through education, Jaime gave me the road map I needed to
realize my dreams. She's connected me with networks of amazing business owners,
professionals, and friends that have made my life not only more financially
secure but happier and richer with support and friendship.”
— Denise V.

“I am confident that you will be provided with exceptional financial service,
advice, and a quality experience with Jaime and her team.”
— Adam S.

"Jaime genuinely cares about her clients. She forms real long-lasting
relationships with her clients and is invested in your future and success. Jaime
not only has the knowledge and experience I am looking for in a financial
advisor, but also the passion and patience to explain all of my options allowing
me to feel confident in my plan. She really takes the time to listen to your
goals and aspirations in order to provide a tailored plan that fits you and your
family's needs now, and for the future."
— Holly F.

“Jaime Power is not just my financial advisor, she is a force for positive life
transformation. Through education, Jaime gave me the road map I needed to
realize my dreams. She's connected me with networks of amazing business owners,
professionals, and friends that have made my life not only more financially
secure but happier and richer with support and friendship.”
— Denise V.

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MEET THE TEAM


LET US KNOW HOW WE CAN MAKE YOUR FINANCIAL DREAMS A REALITY

Our mission is to provide long-term financial security and confidence for our
clients. We want to help all areas of your personal and business life to be
financially sound now and in the future.

We’ll take the time to listen to your goals and aspirations in order to provide
you with responsible and innovative strategies for managing your wealth.

All that’s left for you to do is get in touch with our team!

GET IN TOUCH
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 * Who We Are
 * What We Do
 * Contact

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Guelph Head Office
412 Laird Rd
Unit 101
Guelph, ON
N1G 3X7

Tel 1.855.213.8375

Local 519.900.2260

Toronto Office
2150 Islington Avenue
Suite 218A
Toronto, ON
M9P 3V4

Tel 1.855.464.0123

Local 905.499.4141




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