Gaire has been in the financial services industry since 1972 and was joined by his daughter, Tannis, in 2003. Tannis & Gaire work in tandem to create an environment which supports holistic retirement, investment and estate planning. An extensive referral network is available to clients in need of legal, lending or accounting services.
We take pride in our personalized service and ability to be an integral part of our client's investment, retirement, tax and estate planning needs. Strategies to help increase your personal cash flow, keep key employees and protect your business. Have you been considering opening a Tax-Free Savings Account (TFSA) to strengthen your retirement plan?
We take pride in our personalized service and ability to be an integral part of our client's investment, retirement, tax and estate planning needs. Strategies to help increase your personal cash flow, keep key employees and protect your business. Have you been considering opening a Tax-Free Savings Account (TFSA) to strengthen your retirement plan?
Services
Business succession planning is a process designed to assist the business owner to transition out of business and transfer ownership of business at the time of retirement while maximizing the business owner's personal financial security. Value of your business can represent a substantial source of income in retirement, therefore proper succession planning can ensure that the risks to your lifestyle in retirement is minimized.
Attracting and retaining key employees is an important issue for many businesses. Providing innovative benefits and compensation plans are keys to rewarding and retaining these individuals. Minimize the impact on your business if key employees, shareholders or business owners were to become disabled, critically ill or die.
By offering you and your employees the health benefits, you can protect your employees, protect your business, maintain productivity, attract and retain key talent and provide tax efficient compensation. We review your business, employees and your budget to tailor make a solution that aligns with your goals to provide the best protection for your company.
Have you been considering opening a Tax-Free Savings Account (TFSA) to strengthen your retirement plan? Perhaps you are considering opening a TFSA but are not quite sure how it could be used to complement your existing RRSP. Every individual has a different wealth management strategy and retirement goals, so you should speak to a financial advisor to determine if a TFSA is right for you.
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