DEEP STRATEGIC WEALTH

Strategic Wealth Management

ROSS DEEP, MBA — Thu, 07 Apr 2022 09:50:09 +0000

Failure to plan is like planning to fail! Components of an integrated corporate & personal strategic wealth management plan include proper Corporate Structuring Tax, Trust & Estate Asset Management Legal Insurance & Risk Management Valuations Pension & Executive Compensation Investment Banking Philanthropy Succession & Legacy Planning If you are a business owner, executive or incorporated […]

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Exit Planning for Business Owners

ROSS DEEP, MBA — Wed, 23 Mar 2022 07:02:57 +0000

Exiting your business is one of the biggest deals of your life. There are no “do-overs”. When building your business, you needed to do a lot of running & gunning. Strategic planning and especially business exit planning was far from your mind. To build equity in your business, you may have built a solid management […]

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IPPs Just Got Better

ROSS DEEP, MBA — Mon, 08 Feb 2021 22:32:15 +0000

Many business owners and incorporated professionals have heard the rumblings and are wondering what is happening with Individual Pension Plans. The Ontario Government has recently made changes to the Pension Benefits Act which have suddenly made the IPP a much better weapon in your arsenal to save for your retirement. IPPs Just Got a Lot […]

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Wealth Weapons for Business Owners

ROSS DEEP, MBA — Thu, 16 Jul 2020 02:13:31 +0000

Small to medium sized business owners and incorporated professionals are under attack in Canada on many fronts: Financial/Taxation Legal/Regulatory & Environmental compliance From Government & Anti-capitalist groups Pandemic lockdown/health arrest It feels as though there has been this Shadow War on small to medium sized Business…Whether by covert or overt means. It really seems to […]

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De-Risk Corporate DB Pensions with Copycat Annuities

ROSS DEEP, MBA — Fri, 15 May 2020 00:11:23 +0000

We’re hearing a lot about problems with DB Pension plans in Canada… And not without good reason! Problems with Defined Benefit pension plans are legion. Many companies in Canada are facing pension shortfalls. Unfunded pension liabilities have been exacerbated by extremely low interest rates and market volatility. This has constrained financial flexibility and weakened credit […]

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Take Control of Your Pension with a Copycat Annuity

ROSS DEEP, MBA — Wed, 27 Nov 2019 11:33:48 +0000

In Canada, we are fortunate to have some of the strongest financial institutions in the world and our financial system is extremely stable. Unfortunately, the same cannot be said of many medium to large companies that operate here. There are many reasons that might cause you to be worried about your defined benefit pension. […]

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