Over 50 Life insurance plan
These adds seem to consistently pop up on all social media platforms. What they do not explain is that a
Burlington, ON · Financial Solutions
Contemplating selling or transferring your business, introducing new owners, or supplementing your retirement: we will help you draft an effective plan.
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Estate planning is essential for individuals who want to ensure that their wishes are fulfilled following their death.
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Utilising an array of providers to ensure you, your company and your assets are protected is our expertise.
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Financial protection for the people and businesses that depend on you.
Lump-sum capital support upon diagnosis of a covered serious condition.
Earned income replacement if illness or injury prevents working.
Extended wellness, prescription drug, and therapeutic care protection.
Emergency medical assistance and travel disruption coverage away from home.
I begin by gathering the pertinent information about you, your family and your goals, so the plan rests on the full picture.
I sketch out a detailed plan, so you can see how each piece fits before any decision is made.
Together we put the plan in motion, and I monitor it as your life and circumstances change.
GSM FINANCIAL SOLUTIONS INC.
I work alongside your accountant and your lawyer, so my planning complements the advice you already rely on, with a focus on tax-efficient structure, protection and continuity. Every plan follows the GSM Process: Gather, Sketch, Motion.
GSM Financial Solutions Inc. is partnered with Guidance Financial, so you receive personal service with the resources of a larger group behind it.
I believe physical, mental, spiritual and financial health are inseparable. Every plan I build is guided by these four pillars.
Client perspective
Partner, Taxation
PricewaterhouseCoopers
1-4631 Palladium Way
Burlington, Ontario L7M 0W9
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Blog
Plain-language articles on insurance, business succession and estate planning for Ontario families and business owners.
These adds seem to consistently pop up on all social media platforms. What they do not explain is that a
What is an Estate Freeze. An Estate Freeze may be an effective way to transfer future growth of an eligible