Coreplan Financial
Call now
Call now
Website
Call
Coreplan Financial
Strategies to help increase your personal cash flow, keep key employees and protect your business. No business owner likes to think about handing over their business they've built from the ground up. But the fact of the matter is, you will have to do it eventually. Even more concerning, what if you were to become ill or incapacitated?

Making a decision of this magnitude during trying times would not be ideal. For the business owner, an estate freeze can be an integral part of your estate planning strategy. The purpose of an estate freeze is to lock-in (freeze) the value of the business, freeing the successor from the tax liability that may arise should the business' value increase.
Services
We are focused on helping Canadians grow and secure their wealth. With some of our advisors having over 30 years of experience, our approach is to develop simple and practical solutions to give you control over your financial future. We understand that your dreams are important to you and that you are committed to achieving them.
This contact form is deactivated because you refused to accept Google reCaptcha service which is necessary to validate any messages sent by the form. By providing your email address, you provide us with your express consent to send you commercial electronic messages related to finances and/or investments that may be of interest to you.
With 23 years of experience I have developed a unique practice specializing in wealth accumulation and strategies on how to protect it. I specialize in dealing with investments, corporate insurance planning (utilizing operating companies, holding companies, family trusts) and personal insurance. I make complicated easy to understand providing tailored advice in the world of wealth management.
As a Certified International Wealth Manager (CIWM), globally recognized and accredited through a Swiss-based Association of International Wealth Managers and a Chartered Investment Manager (CIM), Eila primarily works with incorporated professionals, pre-retirees, and retirees who are deliberate and keen on retirement planning.
Material provided on this website is for general information and is not to be construed as an offer or solicitation for the sale or purchase of securities mentioned herein. Every effort has been made to compile this material from reliable sources; however, no warranty can be made as to its accuracy or completeness.
Reviews
Review Coreplan Financial

Be the first to review Coreplan Financial.

Write a Review