Capitalizing on opportunity will allow you to build and retain your wealth. Here is a list of just some of the specialized options available to our clients.
Asset Protection and Tax PlanningOur credentialed financial planning expertise can explain the many forms of trusts that exist with various benefits to accomplish certain goals including tax minimization, income splitting with individuals or a trust itself, and asset protection for current and future beneficiaries.
Computer Generated Retirement Income AuditsOur approach to financial planning utilizes computer generated modelling to calculate whether one can reach or sustain their lifestyle income requirements, and cost-benefit analysis on asset depletion with due diligence calculations into potential future outcomes.
Benefit Cost Analysis & Due Diligence CalculationsWhen contemplating various tax and investment options, few calculate the potential future outcome. Through in-depth benefit-cost analyses, one can create a priority schedule prior to the implementation of various options.
Corporate Asset TransfersOur credentialed financial planners can explain to business owners the benefits of a corporation’s Capital Dividend Account (CDA) where options exist to flow money to corporate shareholders on a tax-free basis.
Private DebtTraditionally this type of investing has only been accessible by endowment funds, pensions, and institutional investors. Accessing these types of investments at the retail level creates an additional element of asset class diversification.
Real Property PoolsThe ability to diversify traditional holdings through the pooling of commercial real estate properties encompasses what Real Property pools are.
Estate Tax AnalysisProjecting future tax consequences and probate costs with the use of computer software can help pinpoint potential tax pitfalls while creating planning opportunities.
Income Splitting & Spousal LoansOur credentialed financial planners can explain to family’s concepts for tax optimization such as income splitting and spousal loans.
IPP (Individual Pension Plan)If you are a successful businessperson who could benefit from an Individual Pension Plan, our credentialed financial planners can explain the IPP considerations and even open an IPP account.
Pension Style Asset ManagementBy developing economies of scale, we can bring institutional type investing to the retail client.
Back-Tested Portfolio AnalysesThe science of portfolio construction involves quantifying risk and balancing against the potential for return using computer software. This ensures a reduction in volatility while capturing the market upside.
Asset LocationNot to be confused with asset allocation, asset location involves the location of various asset classes amongst different types of accounts, entities or individuals in an effort to reduce current and future taxes.
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Want to know more about our Specialized Wealth Strategies? Please don’t hesitate to contact us.
