FinacreCapital | Advanced Wealth Services

FinacreCapital | Advanced Wealth Services

Estate Analysis and Succession Planning

Build a plan for your legacy goals and generational wealth.
Strategies to minimize taxes at estate and transfer your wealth and/or business to your beneficiaries.
Write or review your will.

Retirement Income Analysis

Breakdown of your income sources that create your retirement pay cheque.
Tax efficient withdrawal sequencing.
Business income strategies.

In-depth Tax Planning

For complex tax cases
Includes strategies for minimizing taxes personally and corporately now and in retirement.

Self-Employed/Contractor Planning

Breakdown of your inflows and outflows of cash.
Business assessment – is incorporating right for you?
Self-employment tax strategies
Personal pension plans
Health and dental benefits
Personal disability, critical illness, and life insurance needs analysis
Investment education and contribution plan

Business Owner Comprehensive Planning

Complete business financials review
Holdco and Opco strategies
Corporate investment and contribution strategies
In-depth corporate tax planning
Income planning: Salary vs Dividends
Net worth reports and 10 year projections
Group health, dental, and life insurance (including full set up for company and employees)
Corporately owned life insurance (individual, key-person, buy/sell)
Retirement and succession plan