| DAY-TO-DAY FINANCIAL SUPPORT |
| | | In addition to the traditional areas of investment management, including; financial and retirement planning, wealth management, minimizing taxes, income protection and estate planning, Sheldon encourages you to call him when you face any financial decision – whether that is to lease or buy a car, or buy a property in Florida. Sheldon is known for helping clients to evaluate their options. If you need additional epertise he will direct you to a tax and estate planning specialist, an accountant or a lawyer. This ensures you will get the professional advise you need to make good sound decisions. | | |
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| | Here is a list of examples of day-to-day financial questions that the Rice Team supports: | | | - “Should I have life insurance to cover my business line of credit?”
- “Should we get mortgage insurance on our new house?”
- “I have a business and am in the middle of designing a succession plan. What is an estate freeze and should I do it?”
- “I need a good small business accountant. Can you recommend one?”
- “Should I build up retained earnings in my business? What are the tax, or other financial pros and cons?”
- “’How much would I need to contribute to my RRSP this year to put me in a lower tax bracket?”
Email or call Sheldon 613-369-4670 about your financial future today. “Customized Investment Solutions for Women Business Owners” | | |
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