PLANNINGWISE.CA

Planningwise

Serving client needs for over 20 years, our team of professional advisors offer personalized service for owners of privately held businesses and affluent families who value discretion and quality advice. You can’t turn back the clock, but you can wind it up again. CRA changes their position on corporate owned life insurance. Transitions happen in everyone’s life. It is important during a transition to ensure plans are realigned. Check back often for news items and resources.

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Planningwise | planningwise.ca Reviews

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Serving client needs for over 20 years, our team of professional advisors offer personalized service for owners of privately held businesses and affluent families who value discretion and quality advice. You can’t turn back the clock, but you can wind it up again. CRA changes their position on corporate owned life insurance. Transitions happen in everyone’s life. It is important during a transition to ensure plans are realigned. Check back often for news items and resources.

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1 transitions

2 services

3 reflections

4 seminars

5 resources

6 wise news

7 coupons

8 reviews

9 scam

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Planningwise | planningwise.ca Reviews

https://planningwise.ca

Serving client needs for over 20 years, our team of professional advisors offer personalized service for owners of privately held businesses and affluent families who value discretion and quality advice. You can’t turn back the clock, but you can wind it up again. CRA changes their position on corporate owned life insurance. Transitions happen in everyone’s life. It is important during a transition to ensure plans are realigned. Check back often for news items and resources.

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planningwise.ca

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Planningwise » TRANSITIONS

http://www.planningwise.ca/transitions

Transitions happen in everyone’s life. It is important during a transition to ensure plans are realigned taking into account the changes that have happened bringing the old plan forward and setting in place a new plan that incorporates all of the client’s objectives. Planning strategies are available that can help clients best achieve their objectives. Buying out a Partner. You can’t turn back the clock, but you can wind it up again. CRA changes their position on corporate owned life insurance.

2

Planningwise » About

http://www.planningwise.ca/about

James W. Kraft. CA, MTax, CFP, CLU, TEP. Providing advice and consultation to clients for over 20 years, Jim is a visionary who inspires and motivates clients to think in non-traditional ways when tackling their life objectives. He possesses a comprehensive understanding of the financial and personal complexities faced by owners of private businesses and affluent families, and leads these groups through the transition process for significant events. Memberships and Volunteer Positions.

3

Planningwise » REFLECTIONS

http://www.planningwise.ca/reflections

Planning is the process of creating strategies to help you best meet your life goals, through the proper management of your financial affairs. You don’t plan to fail, you fail to plan. If you don’t have a plan in place, how do you know where your are going? Your current corporate structure has evolved over time – is it the most appropriate for today? And for going forward? Are you comfortable that your current legal documents work collaboratively and align with your intended goals and objectives? Are you...

4

Planningwise » Quotes-Green Box

http://www.planningwise.ca/quotes

Peace of mind is not the absence of conflict from life, but the ability to cope with it. Grandchildren are God’s way of compensating us for getting old. You can’t turn back the clock, but you can wind it up again. Time is not the enemy, unless you try to kill it. Joy is not in what we own … it’s in what we are. Every minute you spend in planning saves 100 minutes in execution; this you a 10,000 percent return on energy! The best place to solve a problem is on paper.

5

Planningwise » SEMINARS

http://www.planningwise.ca/seminars

Check back often for a listing of PlanningWise Seminars. You can’t turn back the clock, but you can wind it up again. CRA changes their position on corporate owned life insurance. Transitions happen in everyone’s life. It is important during a transition to ensure plans are realigned. Check back often for news items and resources.

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Serving client needs for over 20 years, our team of professional advisors offer personalized service for owners of privately held businesses and affluent families who value discretion and quality advice. You can’t turn back the clock, but you can wind it up again. CRA changes their position on corporate owned life insurance. Transitions happen in everyone’s life. It is important during a transition to ensure plans are realigned. Check back often for news items and resources.

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