Forward Looking Investing

My business is structured to provide cost effective solutions to people who want to build wealth, safeguard their investments, preserve capital, and transfer their wealth to the next generation in a tax efficient manner.

Investment Management

I have successfully managed this planning process for my clients by integrating a behavioral economics investment strategy with a demographic investment strategy. This strategy provides the foundation I need to make sound, safe, and reliable investments for each of my clients and their unique lives.

  • Safeguard your investments and save for what matters most, be it; your retirement, your child’s education, or buying a home.
  • Earn a higher income with the fixed income component of your portfolio.
  • Secure your financial success by making safer investment decisions with access to the tools and research from the HS Dent Advisor network.
  • Get more informed by attending investment strategy seminars.

In planning your financial future it is important to consider these two things: Where are you now, and where do you want to be? It is my job to get you there.

Tax Planning

Many investors erode their returns by not taking time to consider the tax implications that their investments will create for them now and into retirement. It is important to optimize your tax efficiency because:

  • You will increase your after-tax return on investment and build more wealth by having a tax efficient portfolio.
  • You will minimize the tax burden and increase your monthly income by having a tax efficient investment strategy.

Will and Estate Planning*

Another important aspect of creating wealth for your family is transferring it efficiently to the next generation. Upon transfers between generations, capital gains taxes are often triggered and will reduce the net inheritance quite substantially in most cases.

  • A wealth transfer plan will reduce the amount of taxes paid so that you can pass on more to your loved ones or desired charity when the time comes.
  • My years of experience has allowed me to develop a network of trusted professionals which gives you access to legal council and accounting procedures.
  • Life insurance through Canaccord Estate Planning Services Ltd. complements the estate planning process and is an integral part of my commitment to protecting clients wealth.

 

HS Dent Advisor Network

Harry S. Dent Jr. is a Harvard MBA and a Fortune 100 consultant who solidified his reputation by predicting the 1990’s and most recent boom and bust cycles in the North American markets, when few willing to make such bold claims. His forecasting ability has translated into very successful long term investing strategies for his clients that are based on demographic principles which drive the equities market. As a master qualified member of his network I have access to his research and opinions.

 

* Offered through Canaccord Estate Planning Services Ltd.