The future depends on what you do today.
Close
The future depends on what you do today.
Athlete's are unique in the sense they accumulate large amounts of wealth very early in their earnings life cycle and need to plan accordingly to help create continuing wealth. Assisting in the creation of a plan to guide you through life's obstacles is what we pride ourselves on, having been through it as players ourselves.
Education of young driven athletes on the financial world and helping to ease their mind on the business aspect of being a professional. We allow them to comfortably dominate the sport they love and know all things behind the scene are taken care of. The knowledge of life after sport needs to be a pressing point to engage with each athlete to assure and assist they are on the correct financial path. Being disciplined is a major aspect in the longevity and growth of your overall financial health and well being.
An incorporated individual bears plenty of responsibilities, one should not be their finances or estate plan. With the new implications set forth relating to Passive Investment Growth inside a corporation having a negative effect on Small Business Limits, there is no better time to seek alternative investment strategies within your business. Our strategies take advantage of tax situations for potential growth within your corporation. Capitalizing on the lower corporate tax rate allowing more to be invested in a plan that will never return negative figures year after year, all the while maximizing your estate for generations to come. We utilize a forward thinking asset class. You insure your car, house, paintings, jewelry, why not invest in yourself? Insure you!
Farmers require a unique plan to ensure they continue and are able to produce at the same time grooming potential family members for succession. Farming requires plenty of hours and labour, we carefully devise a detailed plan to allow you to continue what you know best and do best. Protecting yourself, family and farm are our number one priorities, to maximize future potential and generational wealth. Allow us to plant, feed, grow, harvest and mature your wealth crop.
Chiropractor, Dentist, Dermatologist, Doctor, Lawyer, Surgeon etc. all rely on knowledge and expertise to provide for the general population in a specified field. Future earnings and ability to complete tasks rely not only on experience and skills, but more uncontrollably - health and ability. At bare minimum coverage in the event of an illness and/or disability protects hard work and future earnings, all funded with corporate taxed dollars. An added bonus for those owning a corporation is utilizing retained earnings to aid in tax efficiency of investment growth for the betterment of a working lifetime, with the flexibility to use the cash for personal use, inflate the Capital Dividend Account and/or pass on tax free wealth to the next generation. A legal way to shelter money growth inside your corporation.
Working with families to create a holistic plan for all things in life, education, engagement, children, retirement and wealth transfer. A thorough plan guiding you and your family through all aspects engages all members of the family to become financially conscious of their future. We will help create new wealth, preserve old wealth and pass on generational wealth.
Personalize a plan for just you. Each person is different, we build a plan and portfolio to suit your needs, your beliefs, your life. An important process in our strategy is encouraging education and engaging you in your financial health. Our transparent approach assures trust and allows you to confidently forecast your future. We want to create, grow and preserve your hard earned wealth.
Take a walk with us.
The information on this website is intended for residents of Canada only. The use of e-mail is not a secure medium and personal information should be transmitted by more secure means. Mortgage referrals and insurance products, including segregated fund policies are offered through Stoneface Financial Inc., and Danny Syvret, Brian Kustermans offers mutual funds and referral arrangements through Quadrus Investment Services Ltd. Legal, Copyright and Trademark information. Representing Freedom 55 Financial, a division of The Canada Life Assurance Company. Quadrus, Quadrus and design, Quadrus Investment Services Ltd. and design, Quadrus Group of Funds are trademarks of Quadrus Investment Services Ltd. used with permission.
