ATTENTION BUSINESS OWNERS, PROFESSIONALS & EXECUTIVES...
BUILD YOUR WEALTH
BY BECOMING "UNTAXABLE"
Discover how by downloading my brand new Guide below.
We Are Passionate About Helping
Our Client Become Untaxable
Growth is a necessity when it comes to preparing for retirement. Our untaxable strategies can help you achieve market-like returns with substantially less risk.
Iconic Investor Warren Buffet says The #1 Rule of Investing is to never lose money. Our strategy will help protect your wealth and limit or erase losses.
It's not what you make, it's what you keep. Our Untaxable Wealth Strategy will help you keep more of your hard earned wealth by becoming "Untaxable".
For years, we've been helping Business Owners GROW, PROTECT, and KEEP their wealth by becoming "Untaxable".
In The Guide, You'll Discover...
✅ How to Escape the Retirement Tax Trap... unless you just love paying taxes, then ignore this
✅ The Three Types of Money and The One That Matters Most in Retirement... hint: it's the same one the Government hates because they lose out on the most tax-dollars!
✅ The Preferred Financial Vehicle Used By Top Investors... even your Bank, top Executives, and professional Athletes takes massive advantage of this!
✅ What Your Next Move Should Be to Become "Untaxable" in Retirement... but the longer you delay, the harder it will be to achieve (at all). The Government is wising-up so the window of opportunity is quickly closing!
THE NEVER TAXED RETIREMENT PATH Our Unique Process
SCHEDULE A "BECOMING UNTAXABLE" STRATEGY SESSION
To see if you qualify to become untaxable in retirement.
DEVELOP A "BECOMING UNTAXABLE" ROADMAP
So you can move forward with confidence.
AND ENJOY RETIREMENT
Spend time on things that matter most and create an Untaxable Legacy.
The Big ISSUE...
Traditional retirement savings vehicles (like RRSP's and Personal Pension Plans) have a couple of glaring issues. From a funding perspective, they're greatly limited. Most successful professionals and executives want to save more than the government-imposed limits of these accounts.
From a tax standpoint, they grow tax-deferred until you withdraw the money in retirement. At which time, the CRA is going to take a big chunk of that money. How big of a chunk?
Based on tax rates since 1920, the top marginal Tax rate has been between 37% to 96%.
YES. You read that right.
For decades, top tax rates were between 78-96%. There's talk in CRA of returning to those levels.
Essentially, with a tax-deferred investment vehicle, you're trading a known tax rate (that's HISTORICALLY VERY LOW) for an unknown rate that has a very high probability of being much greater.
Avoid the trap by scheduling a call today!
The GOOD News...
There are strategies that we can help you implement to become virtually "UNTAXABLE"... without limiting how much you can contribute.
Listen, these are the same strategies utilized by about 70% of the Top Canadian companies. We have discovered a way to take what the ultra-wealthy are doing and make it available to successful executives and professionals.
Contact us today to learn more!
IN TAXES SAVED
YEARS OF EXPERIENCE
As a business owner and investor, I know how time can slip by, taking care of the business or household, ultimately leaving little time to take care of our future plans.
I’ve spent 32 years helping professionals and business owners... educating them about all options available that will align their plans and work with their goals and dreams.
At the same time, I take my role as a fiduciary seriously to thoroughly uncover any inefficiencies and gaps in your current plan, using a process of data gathering, education and implementation.
I’ve discovered, tested and validated strategies and solutions that not only allow you to grow your funds in a tax-free bubble, they also do so with a performance engine that can outperform the market in good times and lose less during times of trouble (with an option to not lose anything at all!)
These same strategies have allowed my family, and now, my friends and clients the opportunity to enjoy a far more abundant, richer, memorable and rewarding retirement life.
Claim Your Untaxable Strategy Session To See If You Qualify
What people say about the strategy.
Hear what others say about how this strategy has transformed their wealth...
WONDERFUL CLIENT #1
WONDERFUL CLIENT #2
Copyright 2021. All Rights Reserved.
The information presented here is not specific to any individual’s personal circumstances. It is intended to solely illustrate the application of financial strategies and products to meet client goals. Meeting identified financial needs or implementing suggested strategies may involve the purchase of a financial product.
To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law.
Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
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