Our Clients

 

Entrepreneur

It takes an entrepreneur to understand the needs of an entrepreneur.

Organizational Structure

  • How should I own the shares of my company?
  • Do I have a need for a holding company?

Passive Investments

  • Am I utilizing a corporate structure?
  • Are my investments being held tax efficiently?
  • Do I risk giving up my small business tax deduction?

Estate Planning

  • Can I benefit from a corporate estate bond?
  • Does it make sense to roll my RRSP into an IPP?
  • How do I efficiently transfer assets to my heirs?
 

 

 

 
 

 

 

 

Health Professional

As you provide care to your clients, we give back to you the one commodity you cannot buy – time.

Organizational Planning

  • Is incorporation right for me?
  • Do I have a need for a holding company?

Passive Investments

  • Am I utilizing a corporate structure?
  • Are my investments being held tax efficiently?

Estate Planning

  • Can I benefit from a corporate estate bond?
  • Does it make sense to roll my RRSP into an IPP?
  • How do I efficiently transfer assets to my heirs?
 
 

Corporate Executive

We complement your expertise and provide laser focus on the priorities that matter most.

Financial Planning

  • Have I identified the pros and cons of my company pension plan?
  • Am I maximizing my company savings plans?
  • Can these plans ensure I maintain my desired lifestyle at retirement?

Investments

  • Am I assessing my risk tolerance correctly?
  • Have I properly allocated my assets between corporate and personal plans and is it tax efficient?
  • Do I have an exit strategy for company stocks and options?

Retirement & Estate Planning

  • Do I have taxable liabilities that need coverage? (i.e. insurance)
  • Have I accounted for the loss of corporate benefits at retirement?
 

 

 

 
 

 

 

 

Successfully Retired

Our proven recipe is to keep it simple, transparent, and offer financial peace of mind.

Financial Planning

  • Do I have a retirement income plan?
  • Can I potentially outlive my money?
  • Am I being unnecessarily clawed back by OAS?

Investment Counsel

  • Am I invested too conservatively?
  • Am I too heavily invested in an RRSP?
  • Is my income stream tax efficient?

Estate Planning

 
 

Charities & Foundations

An important process that requires patience, diligence, and counsel that respects the intended wishes.

  • How can we establish a registered charity to meet our philanthropic goals?
  • How can we consistently meet our giving obligations?
  • How can my charitable giving come full circle with other aspects of my financial picture?

 

 

 

 

 
Contact Us

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Deer Ridge Centre

4281 King St E - Unit E, Kitchener, Ontario, N2P 2E9