Benefits & Services
"Customized Investment Solutions for Women Business Owners"
You will receive the following benefits working with us:
Financial planning is made easy for you...An innovative personal plan is created for you. It is simple to understand & easy to follow.
You stay informed...Stay informed through regular reviews. See how your investment strategy is doing and how your investments have performed.
Peace of mind...Knowing that you only own investments that best suit your needs allows you the luxury to relax knowing you are in good hands.
Advice you can trust...As a Fellow of the Canadian Securities Institute (FCSI), Sheldon Rice holds one of the highest qualifications financial advisors in Canada can earn, which means that you may remain confident in the quality of your investment plan.
Being Understood...Sheldon is known for his ability to listen carefully, and fully understand your needs, concerns and goals. By focusing his efforts on women business owners and their families, he can provide support and answers that less specialized advisors may not.
Peer Networking...you have access to a valuable networking group. You can participate by attending our Women Business Owners IDEX (Ideas Exchange) Forum.
We have worked hard to provide you with services to enhance your financial well-being. We offer the following services:
Retirement Planning - Developing a strategy to ensure you achieve your retirement objectives or if you are already retired, knowing the level of income you will be able to maintain over your lifetime.
Investment Planning - Analyzing your existing investment portfolio to identify the likely long-term rate of return you'll achieve as well as a review of your investment philosophies and objectives in order to identify an appropriate alternative strategy.
Tax Planning - Identifying ways to reduce your income taxes both now and in the future.
Estate Planning - Reducing your estate settlement costs through effective planning.
Risk Planning - Ensuring your family is protected in the event of death or disability.
Comprehensive Financial Planning - Creating a comprehensive strategy to deal with all of the above areas of concern.
We offer you a full line up of solutions and products for you, including:
RRSPs & RRIFs - Getting the best rates on your Registered Retirement Savings Plans (RRSPs) and Registered Retirement Income Funds (RRIFs).
TFSA - Getting the best rates on your Tax Free Savings Accounts
GICs - Getting the best rates on your Guaranteed Investment Certificates (GICs) or term deposits
Alternatives to GICs - Learning about convenient alternatives to GICs (e.g. government bonds, guaranteed income funds).
RESPs - Learning about the benefits of a Registered Educational Savings Plan (RESP) for children and grandchildren (using the 20% government grant).
Professional Money Management - We help you learn about the benefits of professional money management.
Life Insurance - Reviewing your existing life insurance in force.
Disability Insurance - Reviewing your existing disability insurance.
Click here to learn about Sheldon Rice and Karol Phillips.
“Customized Investment Solutions for Women Business Owners”