Is Your Wealth Protected?

Has your success enabled you to accumulate considerable personal wealth? If your answer is Yes, now is the time to consider whether or not you have taken full advantage of all the opportunities available to protect that wealth, your income, and your financial future. You should be asking yourself these questions:

• Am I paying too much personal and/or business income tax?
• Have I taken advantage of every possible opportunity to reduce my taxes and maximize my estate?
• Have I maximized my RRSP contribution each year? Do I have any unused RRSP contribution available?
• Have I saved enough for retirement? If not, how many years will it take to get there?
• Who will inherit my estate? Are my heirs protected against the heavy estate taxes on that inheritance?
• Are charitable donations an important part of my estate planning?

If you have accumulated significant personal wealth, but you've answered either "No" or "I Don't Know," to even one of these questions, you could benefit from the advice of Ken MacCoy and his team of highly qualified Retirement, Investment, Tax, Estate planning advisors.

Expert Assessment, Maximum Growth

Ken MacCoy and his team of advisors can help you reach your goals by optimizing your portfolio with a full range of financial, estate and succession planning strategies. They can help you with:

• Individual Pension Plans
• Planning for your Children's Education
• Long-Term (Tax-Free) Retirement Income Enhancement
• Estate Planning - Accumulation and Preservation
• Controlled Transfer of Your Wealth
• Business Succession Planning
• Key Person Protection and Funding Buy-Sell Agreements.

Our Commitment:

When you work with Ken MacCoy and his team of advisors, you can count on greater financial security and the reassurance that your present and future wealth will be preserved and transferred to your heirs according to your wishes.

How to get in touch

To learn more about how Ken MacCoy, RHU and his team of Retirement, Investment, Tax, Estate planning advisors can help you and/or your business succeed, please phone: (604) 702-0063 or e-mail: ken@ritepartner.com