We offer a unique, holistic approach to financial planning and asset management.
The Lifetime Economic Acceleration Process - "LEAP"
The Leap Model™ empowers clear decision making with the Game Board, where we see all our financial decisions in one place. By understanding the impact of our decisions, we can create measurable strategies to build, protect, and grow our wealth.
There are a lot of outside factors that need to be considered to prevent wealth erosion, which we refer to as the “Certain Uncertainties." They will affect you at some point in your financial life, you just don’t know when. These include inflation, market corrections, tax law changes, interest rate changes, lawsuits, unexpected life & health changes, increased standard of living, planned obsolescence & technological change… to name a few.
The solution to building wealth successfully is not from a financial product, a rate of return, a single strategy, or one-time financial plan. If it were, the eroding factors above would destroy it. It is an ongoing complete economic process over time. Our process is designed to help clients know how financial products work in the context of their plan, make sure they are integrated and coordinated, measure performance, and compare financial decisions to avoid financial errors or omissions. Through their plans, our clients are enabled to learn effective money strategies, better protect their wealth, build wealth more efficiently, increased retirement income, maximize their legacy and most importantly – enjoy their wealth! We offer a unique, holistic approach to financial planning and asset management. When new clients reach out to us, they all desire a financial life that performs to its full potential. Ideally, this includes long term wealth, retirement income, minimized taxes, lasting legacy, reduced cost and risk; all while being organized, flexible, and easy to control.
About Us
David Demeyere - Wealth Strategist
Holistic Fiscal Strategies Inc was incorporated in August of 2008. Our mission is to build additional long term wealth, increased protection against factors which can erode your wealth and seek to lower or keep the same investment risk tolerance. David is the founder of Holistic Fiscal Strategies Inc. and has 35 years of experience in business management and finance. He became a Leap Licensee in 2004 and has more than 1000 hours of specialized training. It is David's passion to educate his clients on how they can make great long term decisions that will substantially improve and protect their financial life. "The ability to help my clients creates an enduring sense of well being for me. I not only see myself as their advisor, but as an extension of their family." David resides in Kelowna with his wife & fellow financial advisor, Jane, and their rescue chocolate lab, Reagan. He is a proud Father to three amazing daughters: Alexa, Deanna & Dylan. When David is not working with clients, he enjoys golf, hiking & exploring the Okanagan.