Wealth Planning

Reaching your financial goals involves more than simply setting money aside for the future. It takes an understanding of your needs and the knowledge of what paths are available to you.

 

Ken MacNeal and I believe that everyone should have a wealth plan. Experts define a wealth plan as a roadmap to preserve the capital that you have worked so hard to create; enhance it as much as possible without taking undue risk, and transfer your wealth efficiently to your beneficiaries. It is for this reason that Richardson Wealth has created the Tax & Estate Planning Team comprised of accountants, lawyers, financial planners and insurance specialists who will work with you and me, in assessing your situation (i.e., needs and goals), and providing solutions.

At Richardson Wealth we have the resources and solutions to assist you. Contact me for more information on tax loss selling, RRSP and TFSA contributions, CPP and more. 

 

Cecilia Cristobal, CIM®, FCSI®, CIWM •  Associate, Wealth Planning

 

 

READ MORE ABOUT WEALTH STRATEGIES including:

Estate Planning – protecting what’s valuable, power of attorney, planning for incapacity

Business Owners – succession planning, shareholder remuneration, TFSA’s vs corporations

Tax Saving Strategies – charitable giving plans, income splitting, tax loss selling

 

 

Wooden walkway over windy field

Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


Intergenerational business transfers - Bill C-208

If you are a small business owner planning to sell your business to a family member, Bill C-208, approved by the Senate on June 29, 2021, will make this process easier.

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