Services and Products
At Richie Group Private Wealth Management, we focus on the areas of investment strategies and unique tax and estate planning strategies for medical/dental professionals, high net worth and ultra high net worth individuals and their families.
The foundation of our business is based on establishing successful relationships and exceptional client service. Our practice is comprised predominantly of doctors, dentists, and high net worth families. The concentrated focus on this exclusive group allows us to have an unparalleled understanding of the investment, tax, and risk management strategies required to create a successful wealth plan for each client.
Tax planning and tax minimization are key components of the financial plan for many clients. As part of an integrated and comprehensive wealth plan, we explore strategies to create a unique and successful wealth program tailored to each client.
- Create opportunities for withdrawing from your corporation 100% tax free
- Creative income splitting
- Create valuable tax savings investing outside of RRSPs
- Family wealth approach to your finances
- Estate Planning: Transition wealth in a tax efficient and protected manner
- Asset swaps and debt replacement
- Discipline portfolio structure for the current market
- Create a sell discipline for your portfolio
- Creating a tax efficient pension plan while limiting market risk
- Generate guaranteed income for life
- Intergenerational transfers of wealth
- Using family trusts to protect wealth
Borrowing to invest involves risk and may not be suitable in all situations. Speak to an Investors Group Consultant to see if this strategy is suitable for you. Insurance products and services distributed through I.G. Insurance Services Inc. Insurance license sponsored by The Great-West Life Assurance Company. Investors Group Guaranteed Investment Funds are segregated fund policies issued by the Great-West Life Assurance Company.
At Richie Group Private Wealth Management, we take a truly unique approach to wealth management—one that could prove extremely beneficial to you.
Integrity, quality and responsiveness are the core values by which Richie Group Private Wealth Management operates. Kyle and Andrew's commitment to clients is evidenced through their dedication and passion they apply in their business - Sue Neal, Regional Director, Toronto Downtown