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Financial articles regarding our sophisticated approach to building private wealth.
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ESTATE PLANNING
RETIREMENT

Getting your retirement plan right is crucial; you need to be confident that your money will last throughout your retirement while giving you the standard of living you need.
That’s why it’s important to have a solid financial plan and also dependable advice. There have been a number of myths about retirement planning circulating for years that can have a negative impact on your retirement plans.
PRIVATE WEALTH MANAGEMENT | TAX PLANNING

Many investors like to fill the bulk of their portfolio with so-called “safe” investments, often for a variety of reasons. They may have an innate distrust or fear of the markets; their key goal is to maintain their savings’ value; they’re in or about to enter retirement and don’t want to risk losing any of their savings; or recent market volatility has spooked them.
INSURANCE PLANNING

Why your company life insurance is probably not enough. Some Canadians are fortunate enough to get great workplace benefits. These often include health and dental coverage, a company pension and company share ownership options. Another common benefit is company life insurance (known in the industry as group life insurance).
FAMILY WEALTH MANAGEMENT

Did you know that many Canadians are not adequately prepared to pass on or inherit family wealth? This is often due to a lack of communication and planning. The good news is that it’s never too early or too late to start. Planning helps you identify tax-saving opportunities, mitigate potential financial gaps and maximize your current lifestyle. Here are 10 actions you can begin to take today.
CORPORATE FINANCIAL MANAGEMENT

A business can be operated using one of three structures: sole proprietorship, partnership, and corporation. Tax and estate planning affects all business owners; but as most profitable businesses are incorporated, we’ll focus on some tax and estate planning considerations within a corporate structure.
Estate Planning | Personal Records Organizer
Complete the following form for a complimentary copy of the Estate Planning Personal Records Organizer from Jeff Somers & Associates, and take control of your legacy.
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PERSONAL RECORDS ORGANIZER
Estate Planning - For the protection of your legacy.
Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.