INVESTMENT PLANNING

CANADA TO USA                 USA TO CANADA


REAL ESTATE OWNERSHIP IN CANADA & THE USA
If you own real estate in your country of origin you  will need to understand your Canadian or U.S. tax liabilities as related to real estate ownership worldwide. You will also need to develop a proactive approach to protecting your real estate investments from excessive taxation in Canada, the USA and abroad.

RISK MANAGEMENT PLANNING
Liquidity, wealth and health risks need to be properly addressed in order to maintain the steady flow of business income and protect wealth. Advanced insurance and related vehicles offering particular advantages to high net worth families must be explored.

WEALTH RETENTION & PROTECTION PLANNING
Holding onto your wealth in Canada, the USA and abroad requires careful planning and execution. You will need experienced help with worldwide contacts and representation who can help you meet your wealth objectives for your financial protection and that of your family.

TAX-ADVANTAGED INVESTMENT PLANNING
Constituting a solid investment portfolio that provides income, growth, security and tax advantages requires guidance and connections to the right financial institutions. Trust is essential. Skilled money management may be an option to consider.

RETIREMENT TAX PLANNING & REDUCTION
Tax-saving tools are available in Canada and the USA to help you maximize your retirement income while protecting your wealth. Investors can enjoy retirement income worldwide. Professional guidance is essential in order to meet your particular needs and those of your family.

 
FOR FREE
INFORMATION AND INTRODUCTIONS
TO LEADING PROFESSIONALS


PLEASE CONTACT


ROBIN BEHAR MBA
Senior Financial Advisor


Montreal, Quebec, Canada


PHONE
514-739-8157

PERSONAL EMAIL
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