We are a collaborative, interdependent Chartered Financial consulting practice.
We provide comprehensive life, financial, estate, personal, business & retirement planning.
Our specialties include:
*client centred life planning
*personal, business and estate planning
*capital risk management*business succession planning
*intergenerational estate transfer planning
*employee benefits planning
*retirement planning
*implementation
We use a Broad Concept approach to the intervention, mediation and resolution of complex business succession, estate, family and personal needs and intergenerational estate transfer requests.
***Life Planning vests control in our client.
***Financial Planning vests control in the financial market.
***The Broad concept optimizes the use of both.
We move our clients from a traditional LIFESTYLE CYCLE, wherein wealth can never be built because money that comes in goes right out again to support perishable, one-time use consumption to a WEALTH CYCLE, wherein money coming in supports assets - that is, revenue-generating resources - that will generate cash flow and create wealth.
MY PASSION - BEYOND RISK - DIGNITY - THROUGH EXECUTION - "WILL YOU BE O.K.?"
- BEYOND RISK
- Toronto, Ontario, Canada
- Beyond Risk is about people and their views on money....borne of over 30 years of front line experience and engagement in the arena of exponential corporate growth through financial practice building under 'fire' in a lifetime passion......the assuring of the financial value of our time.....to allow for the completion of our personal and business financial objectives. It is about character, integrity, people and their often complex and conflicting attitudes towards money.....its accumulation.....its preservation and its utility. It is about the leadership of high performance professionals who are committed to managing the capital risk and the lifetime financial well being of their families, business associates and clients. It is about coaching 'Olympian' class high performance empowerment. Above all it is about ethical choice in every facet of decision making and execution. It is remarkable that of all the basic life skill related subjects that we include in our children's early curriculum financial literacy is not one of them.......given that we live in a money economy. It is said that we each have a "Money Personality". Nothing could be more accurate and more life defining.
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