Within the early 2000s, Ambeault transitioned into wealth administration, leveraging his accounting and tax experience to assist purchasers successfully handle danger and reduce tax burdens.
At Clear Sky since 2016, Ambeault leads the tax and planning teams, the place tax planning is a key differentiator. He oversees tax coordination throughout each Calgary and Edmonton, making certain that purchasers obtain seamless assist throughout the province.
With a wealth of expertise, Ambeault focuses on delivering personalized monetary options that align with purchasers’ targets. His work is centered on retirement planning, tax methods, in addition to estates and trusts.
Outdoors of labor, Ambeault stays engaged in mental pursuits and enjoys {golfing}, understanding, and spending time along with his spouse Lyndsay and their 4 kids.
| Providers | • Monetary Planning • Funding Planning & Implementation • Insurance coverage Planning & Implementation |
| Specializations | • Property Planning • Retirement Revenue Planning • Tax Planning |
| Fee Mannequin | • Charges paid by purchasers based mostly on property managed by advisor • Charges paid by purchasers for recommendation (not based mostly on property) |
| Languages written and spoken | • English |
Why did you turn out to be a planner?
As an accountant, I specialised in taxes and I discovered that the best want for this data was by these making an attempt to plan for his or her retirement. Wanting to place my ability to the very best use, I transitioned to private and company monetary planning.
What’s your strategy to monetary planning?
Though we provide complete monetary planning providers, our strategy includes making ready a number of eventualities in order that our purchasers perceive their greatest and worst instances.
What’s your proudest achievement as a monetary planner?
We comply with up with our purchasers on an annual foundation and are very proud that almost all of our purchasers discover that their monetary actuality tracks carefully to the plans we put together.
What’s a shopper success story you possibly can share?
I had one specific case the place we had been in a position to save our purchasers roughly $80,000 in taxes on their actual property transactions.