About Wealth Initiatives
Wealth Initiatives is committed to providing new insight into your wealth creation and preservation strategies. Our objective is to create customized estate plans for our clients that increase and protect wealth though secured and guaranteed solutions. This can include minimizing taxes, asset protection, wealth succession planning, and ensuring that clients are on an accelerated path to success (however they each define it).
About Ross Macfarlane
Imagine a high tech invention that inspired the beginnings of a successful company. It all started when Ross and a couple of his colleagues put their engineering degrees and passion for skiing to good use when they designed a camera that could be mounted to a helmet. This pricey little camera could record, up-close, the jumps and stunts of mountain biking, hang-gliding, and skiing to name a few. It was a new concept to the adventure sport market. Trade show sales of the product were strong, so the trio decided to look into large-scale production. In researching ways to attain capital to mass-produce the equipment, Ross and his business partners found something that changed the trajectory of their lives forever: the world of passive income strategies.
Ross was fascinated by the possibilities these strategies revealed and began to study how they related to his own finances. Once Ross applied these wealth-creation strategies in his own life, it wasn’t long before his investments were making more than his mechanical engineering salary. He and a colleague decided it was time to quit their ‘day jobs’ and open their own financial services company teaching others how to achieve financial freedom.
Ross continued to build his knowledge of the financial industry with a passion for learning and found he gravitated toward estate planning. “If you think about it, estate planning is really the ultimate goal. It is how you pass everything you worked for on to the next generation.” Ross began to notice that clients were coming to him not only to help them grow their wealth, but to create a system for their legacy to pass on when the time came. They liked having someone they could discuss their finances with who spoke from personal experience with wealth strategies.
Again, with the support of his beautiful family (wife Reneé and two children Trevor and Brooke), Ross followed his passion and started his own estate planning company. Wealth Initiatives was born. Ross holds a Life License designation and has surrounded himself with legal and accounting experts that form a solid estate planning team.