Investment Planning
Eagle Wealth Counsel and its professionals provide advice on mutual funds, segregated funds, mutual funds that focus on real estate investments, GICs, term deposits, life insurance investments and annuities.
We provide advice on equities and fixed income as asset classes within an overall investment strategy.
- Put risk first
- Be diversified across the globe
- Make smarter use of traditional asset classes
- Copy pension funds and large institutions, and use “alternative” asset classes like real estate funds, infrastructure funds, resource funds, etc.
- Money doesn’t leave one investment without showing up in another, so pay attention to “supply and demand”
- Be socially-responsible with at least a portion of your portfolio
Tax and Financial Management
Our financial experts are here to help you save taxes, build greater wealth, and live an affluent lifestyle.
We provide strategic tax and financial management ideas for:
- Large investment portfolios with interest or dividend income over $10 000 per year
- Investors with holding companies
- Small businesses
- Families with high income and high taxes payable
Estate Planning
The majority of taxes paid in Canada come from "deemed dispositions". A deemed disposition occurs when you pass away or fail to plan properly.
Our advice ranges from the basic, such as reviewing your probate, wills, and power of attorney planning to more in depth such as:
- Preventing triple taxation of greater than 70% of assets trapped inside a holding company
- Preventing a forced wind-up of your small business
Retirement Planning
Effective retirement planning is more than just a computer analysis. It involves really understanding client goals for income, ability to handle risk and then stress testing the results.
Retirement planning should absolutely be done with full consideration of clients goals around investing, legacies, and income needs.
