At Rick Floer Group, we help clients feel confident about the handling of their financial affairs.
 

  • We use a holistic approach to financial planning giving clients confidence in the process and the results.
  • We help clients achieve their goals as they change and evolve over time.
  • We offer advice that clients can count on, from a team that truly cares.
  • We partner in the process, so clients can focus on what’s important to them.

 
Whether it’s a question of building and protecting your wealth, minimizing taxes, managing risks or optimizing your estate, the power of the planning process can help develop solutions for your unique situation.

  • Family

    • What can I do today or in the future to ensure my estate goals are satisfied?
    • Can I protect the inheritance of my children?
    • Is my family financially prepared for unforeseen events like an illness, an accident or even death?
    • Can I accumulate an educational fund that will meet my family’s needs?
    • Can I give to my favourite cause?
  • Business

    • Is my company and personal investments structured properly?
    • What are some tax effective methods of taking income from my business?
    • What is the best way to sell, transfer or wind down my business while I am alive or upon my death?
    • What type of appropriate but cost-effective employee benefits package should I use to attract, retain and motivate my people?
  • Professional

    • What can I do to reduce or defer paying taxes?
    • Can I take advantage of the top tax minimization strategies for professionals?
    • Can I translate my current income stream into a retirement plan?
    • What is the best way to prepare a succession plan that works for me, my successors and my practice?
  • Pre-Retiree

    • What is the best way to prepare for my retirement?
    • Can I sustain my current lifestyle in retirement?
    • Will I have any changes to expenses in retirement?
  • Retiree

    • Can I maximize my retirement paycheque?
    • What steps should I take to protect my portfolio from being eroded by inflation?