We work with business owners, professionals and individuals to help reduce tax, manage risk and maximize net worth. We work with corporations, business owners, professionals and individuals to help reduce tax, manage risk and maximize net worth. Our comprehensive planning process is designed to establish the client’s priorities and implement strategies to meet their goals. Having a financial plan is essential if one wishes to maximize wealth accumulation. We use a simple three step approach to building and preserving our clients’ wealth.
1.The first step is taking an honest look at where you are now. Understanding what the current situation is helps to identify what needs to happen to improve that situation. We strive to identify areas of wealth leakage and assist our clients in finding efficiencies that enhance their financial position.
2.The second step is gaining an understanding of where you would like to be in the future. It is much easier to get where you want to go if you have a destination in mind. Once we understand that vision and share your vision for your future we are able to develop the plan accordingly.
3.The third step is plotting the course. This involves creating and implementing the strategies that will lead you to your desired outcome. It also involves ongoing monitoring of your progress and making adjustments as required. Helping you achieve your goals is our mission and it is our greatest reward. We have a vested interest in helping you be successful as your success is what makes us successful too. Our understanding of the common challenges faced by Canadian tax payers puts us in an ideal position to develop strategies that will lead to enhanced financial success. It is our special attention to the unique circumstances and financial position and goals of each client that sets us apart. Our comprehensive planning process is designed to establish the client's priorities and implement strategies to meet their goals. Wills and Trusts
- Probate Reduction
- Estate Conservation
- Tax Reduction
- Family Trusts, Spousal Trusts, Alter Ego Trusts
Tax Planning
- Corporate asset transfers
- Retirement compensation arrangements
- Individual pension plans
- Corporate restructuring
Risk Management
- Segregated Funds
- Employee Benefits
- Disability insurance
- Life insurance
- Corporate Ownership
- Private Health Services Plans
