DO YOUR GOALS INCLUDE...?
Incorporation & Partnerships
We offer specialized consultation and financial solutions on corporate structure for your business.
We can help you figure out whether sole proprietorship, incorporation, or a holding company is the best move for your business.
We can also work in partnership with your personal lawyer.
Insurance Policies & Benefits
Is your business adequately protected?
We offer essential insurance packages from major carriers for business owners such as employee group benefit plans, overhead insurance, key person insurance, and collateral insurance.
Our insurance agent, Alex Robinson, will help you assess your priorities and make sure that you’re adequately protected.
Business Advisement
As entrepreneurs ourselves, we have the personal experience and financial knowledge it takes to run and manage a successful business.
We can assist you with ideas on where to source startup capital, offer consultation in conjunction with your personal lawyer or accountant on how to structure your business, manage ongoing business expenses, and draft business partnership agreements.
Insurance and Protection
What’s your plan for the unexpected?
If you have to hesitate to answer that question, then it’s time for insurance. Our insurance associate, Alex Robinson, will walk you through essential policies that help protect your loved ones, shield you from loss of income, loss of loved ones, and help you reduce liabilities while running your business.
Insurance can also help you grow your wealth while you’re alive, and help you pass on that wealth to loved ones.
Business Tax Planning
We can advise you on tax deferments and corporate structure, and help you navigate all the deductions available to you.
Starting a Business
Does starting a business sound impossible to you? It shouldn’t be. We’ll help you get enough money to start that dream business by tailoring your investments and long-term savings towards that goal.
Starting a Family
We’ll help you navigate all of the expenses that come with raising a family such as childcare, medical expenses, extracurricular activities, and saving for your kids’ university education.
We’ll make sure your family is adequately protected by recommending that you work with your personal lawyer to draft wills and power of attorneys.
We can also assist you with income replacement and life insurance and critical illness protection.
Tax Planning
A key part of generating wealth is reducing your tax payments.
In partnership with your personal accountant we’ll help you assess all of the deductions available to you.
We also offer unique tips for business owners and self-employed professionals such as advice on incorporation and managing finances that will help you reduce your taxes.
Saving for Your Child’s
University Education
We’ll empower you with tailored approaches on how to save for the significant cost of your kids’ or grandkids’ education.
We’ll set you up with a Registered Education Savings Plan and create a specific strategy that outlines the expected cost, how much you need to save, and create withdrawal schedules for tuition payments.
Tax-free Savings Accounts (TFSA) & Registered Retirement Savings Plan (RRSP)
Tax-Free Savings Accounts and Registered Retirement Savings Plans are dynamic savings accounts and investment vehicles that are a fundamental part of preparing for retirement.
Registered Retirement Savings Plans are a key part of funding your basic needs during retirement, while a Tax-Free Savings Account allows you to withdraw lump-sums of cash on an as-needed basis.
Vacation Planning
Want to climb the Great Wall of China or see the Eiffel Tower? We can make that happen. We offer short-term investment strategies and financial planning tools to help you save up for that dream vacation.
Retirement Planning
We’ll help you save for your retirement, offer guidance on how much money you need to retire based on the lifestyle you want, and help you utilize your investments and savings once you get there.
Home Ownership
Purchasing real estate is about more than just owning a home, it’s also an investment that can assist with your retirement planning.
We’ll help you create an effective strategy to not only finance the purchase of your home, but also put a plan in place to help you pay off your mortgage significantly faster.
Debt Management & Student Loans
A key factor in achieving financial security is reducing debt, whether it’s student loans, credit card debt, or paying off your mortgage.
We’ll create an effective strategy that utilizes your free cash flow to help you eliminate your debt sooner.
Business Succession
Ready to retire or pursue a different path?
We’ll create a plan to help you navigate the transition that comes with succession including assigning a successor or key person, selling your business, or initiating an estate freeze.
With a proper plan in place you can keep your client relations strong even after you’re gone.
GET IN TOUCH
Tel: +1888 697 5866
Email: don.levy@manulifesecurities.ca
2360 Bristol Circle #100, Oakville,
ON L6H 6M5
Hours of operation
- Mon - Fri
- -
- Sat - Sun
- Closed
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Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated. Confido Wealth Management Group is a trade name used for securities related business. Insurance products and services are offered through Manulife Securities Insurance Inc. Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada.
This calculator is for illustrative purposes only and should not be relied upon as an accurate indication of your financial retirement needs. As each individual’s situation is different and changes over time, the results are limited by the accuracy of the assumptions you make in providing the information used in the calculation. I (we) do not guarantee that this calculator is reliable, accurate or complete or that it will be compatible with your computer.
