Our Approach
Safeguard and optimize your hard-earned assets, business
and family, with enlightened wealth planning solutions.
Much like a home inspection, our approach includes taking a comprehensive look at each client’s situation. We dig deep to identify opportunities for improvement, whether immediately evident or not, understand our client’s goals and prepare a customized action plan to spring them forward.
Here is the framework for the overall process:
Step 1: Discovery
- Get to know each other
- Uncover your foremost wealth transfer or business continuity goals
- Reveal looming “icebergs” and fertile “betterment” opportunities
Step 2: Pinpoint Solutions
- Identify impactful solutions (in sync with your “big picture”) to propel you forward
- Tangibly illustrate the value of our recommendations
Step 3: Carry Out The Plan
- Agree on the path forward and keep your existing advisors informed
- Detailed work to implement the chosen solution
Step 4: Monitor and Recalibrate
- Reconnect at regular intervals to monitor your situation
- Make any alterations necessary to ensure the planning continues to have full force
Core Solutions
Estate Planning
Intergenerational Wealth Transfers
“Subsidize” Your Final Tax Bill
Equalize an Asset
Segregated Funds – “Nexus Lane” Wealth Transfers
Charitable Giving
Ensuring Continuity For Business Owners
Preserve Business Value
Buy-Sell Funding
Equalize an Estate
Also, tax-efficient solutions are available for excess personal funds or funds inside a corporation that are not needed in the foreseeable future.
Wealth Management Planning
On occasions (usually upon a “monetization” event), a client requests our introduction to an investment manager or to provide investment solutions. Richard does not hold any investment licenses and does not provide investment advice or design investment portfolios. However, in response to our clients’ needs, we have diligently identified a few different options for interested clients that we would be pleased to discuss with you.
Contact Us
Richard Weber Prosperity Solutions Inc.
1155 North Service Road West
Unit #11
Oakville, ON L6M 3E3
PHONE
(289) 291-3905
info@richardweber.ca