Since 1983, Ernie has helped successful business owner’s, incorporated professionals and higher net worth individuals understand how “tax efficient strategies can more than double
their access to capital during their lifetime compared to taxable or tax deferred structures.
Our strategies incorporate the following benefits:
“Tax efficient ” investment growth
“Tax efficient” access for re‐investment back to the corporation, or for private investment opportunities
“Tax efficient” retirement income
“Tax efficient ” transfer to the estate on death
The end results is creating more than double the accessibility for income during your lifetime.
Ernie is associated with IDC World Source Financial which is one of the largest Canadian brokerage firms in Canada. This “team” approach provides continuity for my clients in the long
term. This includes Private Wealth Investment options.
Ernie would welcome the opportunity to have an initial meeting with you to determine how these strategies will help increase your access to capital during your lifetime.