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The Seeding Process
Our Seeding Process works with you to create a tax efficient investment & estate plan.
We work with Canadian families on investment, tax and estate planning strategies. Our specialty is providing farmers across the Prairies with personalized financial strategies that address their unique challenges.
Our Seeding Process includes three meetings, and by the end, you’ll have a collection of thoughtful, tailored ideas aligned with your goals. No cost. No obligation. You receive actionable strategies for your unique situation.
1. GOAL SETTING MEETING
Where are you now financially? Where do you want to be? What is most important to you?
We will establish clear Goals for you, write them down, and give you a visual of what we are going to accomplish.
2. TAX & ESTATE PLANNING
Is there a way to reduce the amount of taxes you pay? How do you avoid OAS claw back? When should you take CPP? What is your Estate Plan?
3. INVESTMENT PLANNING
Do you need income from your portfolio? Is your portfolio structured to grow for the next generation? Are you worried about a stock market decline?
We create a tax-smart portfolio tailored to help you accomplish your goals. Whether that is a stable income, or growth for the next generation, our portfolio are designed to lower volatility.
4. ACTION PLAN MEETING
It is great to talk about what to do, but putting plans in action are the most important. Our team will implement your custom plan to meet your Goals.
How we collaborate
with you
- Investment Portfolio
- Tax Planning
- Cashflow Planning
- Estate Planning
- Life Insurance*
- Risk Management
- Debt Consultation
We take the time to understand you and your goals, discussing seven key financial topics to develop your personalized Seeding Plan. By the end of the Seeding Process, we will have clearly outlined your current financial position, your desired future state, and the steps to achieve it.
*Insurance products are sold via Harbourfront Estate Planning Services Inc,. (HEPSI). These products are not subject to CIRO regulation or CIPF coverage, please inquire for more information.
Contact us
Want to Talk?
Please feel free to reach out to us with any questions or inquiries you have.
