RETIREMENT & SUCCESSION PLANNING

Some people want to leave a specific amount to various entities or people and others are content to leave "what is left over" to the beneficiaries. That is why retirement planning and succession planning go hand in hand. Succession planning can involve the passing on of the family business, the family farm, the practice or the investment portfolio which may consist of income properties, stocks or bonds. There is much room for planning here and every case is different.

And if that isn't enough because we get paid by the financial services industry for placing your needs with them, our professional service worth $240.00 per hour in this area is free to you.

See CORPORATE STRUCTURE for the head office succession planning team.

Tax Strategies in Retirement Planning

Tax Efficient Retirement Planning