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smith-rogers.com
Welcome To SmithRogers Financial Forward Planning Specialists
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125 Don Hillock Drive, Unit 12.
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smith-rogers.com
Welcome To SmithRogers Financial Forward Planning Specialists
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Key documents review, including wills, shareholder agreements and other critical documents to ensure consistent with estate. Tax, Estate and Business Succession Planning. Risk management and insurance including life, disability and critical illness. Benefits planning including Executive Compensation and Group Benefits. Tax Effective Investment Strategies and Portfolio Management. Compensation and Benefits Planning. Retirement Planning and Projection.
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Welcome To SmithRogers Financial Forward Planning Specialists
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Capital gain strategies to fund inherent capital gains and facilitate transfer of business to next generation. Structuring and funding of buy-sell agreements. Tax effective investments to enhance assets, retirement income and estate values. Succession planning and estate equalization strategies for family owned businesses. Use of family trust, RESP and other tax sheltered investments to reduce taxes and facilitate intergenerational wealth transfer. Charitable Giving and Legacy Magnification Strategies.
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