Search
You are Here:
Business Owner/High Net Worth Professional
With money comes complexity. Often, with complexity comes inefficiency – not to mention, confusion. Are your plans, in aggregate, taking you towards your goals? In many cases, a collection of plans has been accumulated along the way and the whole becomes worth much less than the sum of the parts. Complexity is rarely synonymous with effectiveness. Let's check it out end to end. Can we take a more streamlined approach? Can we avoid tax consequences on every transaction? Can we have our money pay us more instead of us paying more fees to keep it where it is? Can we achieve an overall plan that is both effective and understandable? The answer is yes, and I'm ready to show you how.
You're a business owner or high net worth professional or executive. You are fortunate enough to have cash, often in a variety of places and plans. Yet you lack cohesiveness or an overall plan and have concerns about the effectiveness of the parts. You've worked hard to earn your money now you seem to be working hard to maintain or track your money. You want to be sure you are pursuing the right opportunities. Typical questions may include:
- Are my personal dollars invested wisely?
- Are my corporate dollars being invested wisely?
- Can we somehow bypass tax consequences and accounting obligations on each transaction?
- Can I set aside more in a tax preferred way?
- I don't understand what I own.
- There's so many individual transactions in my accounts, I'm overwhelmed. And keeping track of it for tax purposes is onerous.
- I have money spread all over – Tax Free Savings Accounts, RRSP's, Family Trusts, Holdco's, various corporate accounts. Is it effective? Is it serving me or am I serving it? I see layers of fees.
- What will the financial aspect of my retirement look like and when might that be?
- I carry plenty of insurance and a number of plans. Is it the most cost effective? Do I need all of it, more of it or
different types?
| Resource Name Description  | Size | |
|---|---|---|
 | Manulife Investments TRS strategy 12. Information on IPP and succession planning. | 177.95 Kb |
| Manulife TRS. Table of figures. | 123.52 Kb |