Reaching your financial goals involves more than simply setting money aside for the future. Everyone should have a wealth plan. 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, to assess your situation and provide solutions.
Contact me for more information on the many wealth strategies as well as 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
Insurance – financial security for loved ones, maximizing estate value, planning charitable bequests
Business Owners – succession planning, shareholder remuneration, TFSA’s vs corporations
Tax Saving Strategies – charitable giving plans, income splitting, tax loss selling