I'm looking to retire
Helping you plan for your retirement
From customizing your Registered Retirement Savings Plan (RSP) – to providing alternative solutions for unique circumstances – I can help ensure that you’re taking advantage of the most tax-effective ways to build your nest egg.
I can help you save for retirement by offering:
- Strategies for Maximizing Your Retirement Savings
- Custom Registered Retirement Savings Plans
- Solutions for Saving Beyond Your RSP
I own a business
Our business planning solutions could be ideal if you need to:
- Manage business and personal assets.
- Invest on behalf of a business or corporation.
- Protect against the sudden loss of a key employee.
- Manage the risk of price fluctuations for a commodity that your business produces.
- Plan for business succession.
- Gain greater cost certainty for a commodity your business uses to produce value–added goods.
High net worth
Family wealth management
My experience tells me that having above–average financial assets opens up many opportunities for you and your family. However, it also raises unique concerns – everything from managing a much higher tax burden to building and protecting your family’s wealth.
I have helped high net worth families and individuals gain the peace of mind that comes from a having solid financial plan in place. Regardless of how you view your financial status, there are some unique financial planning issues and strategies that you should consider when you have substantial investment assets.
I’m a professional
Personal service and solutions for clients with large portfolios
Whether you are a self–employed professional or executive, it’s important to surround yourself with people you trust to take care of important responsibilities. To meet these needs we will:
- Evaluate your capital you have available for investing.
- Balance your need for safety and higher returns.
- Ensure sufficient liquidity for unforeseen expenses or new opportunities.
- Create a custom investment solution based on needs and objectives.