Professional Financial Services
with kurt, you are in good hands. trust 25+ years of experience
Strategy. Planning. Execution.
A Personal CFO offers one source for all of your personal finance advice needs. Fees are custom designed with no standard fee schedules. Once we decide on services then a proposal is prepared. All fees are flexible to fit anyone’s budget.
There is no minimum client size. Fee levels are revisited every year to ensure your continued satisfaction with value.
• Investment portfolio design and investment products
• Tax planning and overseeing tax return preparation
• Insurance needs analysis and insurance products. Learn more about our insurance services
• Executive compensation strategies including supplemental pension plans, retirement compensation arrangements, stock option and planning other perks
• Estate planning before death and assisting with estate windup after death
• Before and after retirement planning, including retirement income design
• Children’s financial planning including RESPs and in-trust accounts
• Integrated personal financial planning tying all of the above areas together for effective overall planning.
• Severance and early retirement counselling of departure packages
• Small business owner succession planning of the business
• Divorce financial planning
• Eldercare services by assisting with nursing home financing and structuring finances in advanced stages of life
• Advanced financial planning including family trusts, holding companies, professional corporations, Will planning, selection of estate Executors, Employer stock option planning, alternative investment strategies and more.
