Services & Products | Richie Group Private Wealth Management

By: Richie Group  09-12-2011
Keywords: Tax, Estate Planning, high net worth individuals

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 most of our clients. As part of an integrated and comprehensive wealth plan, we explore strategies to create a unique and successful wealth program tailored to our individual clients.

  • Incorporation
  • Tax effective strategies for withdrawing funds from a corporation
  • Creative income splitting
  • Receive tax refunds without locking money into the RSP
  • 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 with no market risk
  • Providing guaranteed income for life while locking-in market gains
  • 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 Kyle Richie operates. Kyle's commitment to his clients is evidenced through his dedication and passion he applies in his business. Frank Santelli, Regional Director of Oakville Region

Keywords: Estate Planning, high net worth individuals, Tax