RETIREMENT & ESTATE PLANNING


CANADA TO USA                 USA TO CANADA


WEALTH RETENTION & PROTECTION PLANNING
Holding onto your wealth in Canada 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.

BUSINESS TRANSFER PLANNING
Mergers, acquisition, business and wealth transfer all require careful planning from the tax perspective as well as execution. You will need structures, people and tools which can help you minimize taxation and maximize your wealth in Canada 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.

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.

ESTATE TAX PLANNING & REDUCTION
Proper estate planning from the tax perspective is a must in order to maximize wealth transfer to your immediate family and future generations as well as to your favourite  charitable organizations locally and abroad. Protecting your worldwide wealth from predators and transferring it to the parties of your choice in a tax-advantaged manner requires specialized knowledge, experience and strategizing.


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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