Find out more about the services we offer to solve your different financial planning needs.

ADP Financial uses various financial instruments to form effective strategies and solutions to solve our clients’ overall needs in preserving wealth, growing wealth, and transferring their wealth to the next generation or designated beneficiaries. It includes investment strategies, insurance strategies, retirement planning strategies, estate planning strategies, as well as education funding strategies

Individuals

  1. Have you accumulated significant wealth and net worth, but aren’t confident about the current poor global economic condition, low interest rates and volatile market performance, and are looking for a more stable and secure investment alternative?
  2. Do you want to be rest assured that your next generation will always be guaranteed with more than 100% of your investments? Is it important to you that your children or the beneficiary receives as much of the wealth that you have spent a lifetime accumulating?
  3. Are you aware of or understand what kind of tax burdens you are going to face on different categories of your assets in Canada or other jurisdictions around the world when your family wealth is transferred to the next generation?

Corporate

  1. Do you own a successful corporation that is generating profits every year, but have to face heavy tax burdens when the company’s retained earnings are reinvested?
  2. Are you interested in reducing your corporation’s tax burden and building a retirement income through your corporation’s retained earnings without paying a hefty tax?
  3. Are you interested in transferring accumulated corporate assets to your family members in the most tax efficient way?

New Immigrants & Visitors

  1. Are you informed and prepared on how to have your Canadian and Worldwide tax and other financial arrangements thoroughly and correctly planned so that you don’t have to face challenges from Canadian Tax authorities and others around the world?
  2. Are you interested to know the Canadian financial system and related tax and legal frameworks compared to the ones of your origin country, and establish a new and suitable wealth management plan in Canada to ensure your worldwide family wealth is well looked after?
  3. Are you interested in knowing how to arrange your Canadian real estate holdings to avoid potential tax issues and maximize tax benefits on future transactions?

If you have any of the above questions, needs or concerns and would like more information please email newsletter@adpfinancial.ca and sign up for our monthly newsletter.