Our ServicesSubmitted by Parkhouse Financial Inc. / Gravitas Securities Inc. on November 17th, 2016
More than half of your income may be consumed by taxes. And if that weren’t enough, you then pay tax again on the money you invest.
Welcome to taxation in Canada.
Preserve Your Wealth
Investors tend to share the same 3 core values regarding their wealth: Grow. Protect. Access.
Let me show you how to tax-efficiently optimize your wealth --- below is a list of my services.
Give me a call on my direct line 416.838.3617 if you have an investment or insurance question, want to discuss any of the below or simply want to know more about the markets.
Our initial consultation is complimentary.
1. Investments for Retirement:
- RRSPs & RRIFs
- Pension Transfers
2. Insurance for Family Protection:
- Term Life
- Permanent: Universal & Whole Life
- Long-term Disability
- Critical Illness
3. Solutions for Tax-Efficiency:
- Insured Retirement Plan (IRP)
- Immediate Financing Arrangements (IFA)
- Release of Corporate Surplus / Retained Earnings
- RRSP / RRIF Freeze