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DAY-TO-DAY FINANCIAL SUPPORT
 
investingIn addition to the traditional areas of financial planning, including financial and retirement planning, wealth management, minimizing taxes, income protection and estate planning, Sheldon encourages his clients to call him when they face any financial decision – whether that is whether to lease or buy a car, or buy a property in Florida. 

Sheldon is known for helping his clients evaluate their options, and direct them to others with required expertise if necessary.  This allows women business owners to spend less time worrying about how to design a secure financial future, and spend more time on developing their businesses.
 
 
Here is a list of examples of day-to-day financial questions that the Rice Team supports:
 
  • “I need a new car for my business – should I lease or buy?”

  • “We just bought a new house and the roof needs replacing – should we get a 10-year or 25-year life roof?”

  • “I have a house in Florida and rarely use it.  Should I consider selling it?  What are the financial pros and cons in the short and long term?”

  • “I just got a small (10k) Line of Credit for my business - should I buy the life insurance option?”

  • “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?”
Sheldon Rice is the “Investment Advisor of Choice for Women Business Owners” Email or call Sheldon 613-369-4670 about your financial future today.

 
 
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