GOVAN WEALTH MANAGEMENT

GOVAN WEALTH MANAGEMENT has helped clients achieve their objectives for over two decades. We can develop a strategy that suits your aims thanks to our personal experience and dedication to the planning process. We have a wide array of mutual and segregated funds from various Fund Companies. Capital Preservation and Estate Transfer Planning Our objective is to safeguard your capital and ensure a retirement lifestyle that works for you. Planning ahead allows the possibility of lowering or eliminating risks. Bob has been in the financial services sector for 20 years. He originated the DARE Financial Planning System. Bob has guided clients through planning for retirement using this approach. This system has allowed them to lower their fees and taxes while preserving, growing and passing on their wealth to their children. The DARE System is founded on the belief that every client household should be managed and viewed as a business. The DARE System involves the creation of annual financial statements for clients and Bob (the director) to be reviewed and used to predict their future.