Eric Brown, Cim Email & Phone Number

Are you a business owner who has thought of exiting or retiring from your business? Are you overwhelmed by the number of options you have? Are you worried that you won’t be able to successfully fund the retirement you want? Are you concerned that CRA will take such a huge part of your estate leaving very little for your family and legacy?I help business owners simplify the exit and retirement process so that they can retire with dignity and leave a lasting legacy.WHAT HAVE MY CLIENTS ACHIEVED?• A business owner earned the choice to work or not before their 45th birthday.• Reviewed an estate and legacy plan for a business owner and found several strategies that could significantly lower their taxes.• Built a comprehensive estate and legacy plan that included multiple businesses and kids.• Converted an investment portfolio that has significant cash flow to support their retirement lifestyle after selling their business.• Reduce fees compared to their previous advisor by over 20%.• Redesigned an investment portfolio to include assets that had less volatility than the overall market to reduce their stress after selling their business.• Significantly reduced the tax payable on their corporate and individual investment portfolios using a variety of strategies.• Created a coherent plan to exit their business in partnership with their team of professionals that significantly reduced the stress involved with the exit.WHOM HAVE I WORKED WITH?I work with owners and senior management of small and medium-sized companies all the way up to executives of large public or private organizations.This would include professionals with professional corporations, farmers, and those who run a successful corporation.HOW CAN I HELP YOU?• In-depth exit and retirement plans• Tax-efficient investing, both corporately and personally• Alternative investments (those not typically in the public markets)• Estate and legacy planning solutions• Income generation• Risk-managed investment portfolios• Customized investment plans• Life, accident, and sickness insurance solutions designed for business owners• Charitable donation strategies• Multi-generational wealth transfer• Financial Independence PlanningIf you would like to discuss any of the above in more detail, please feel free to message me on LinkedIn or contact me at:Email: ebrown@cgf.comPhone: 780-408-1508Website: www.grahamwealthpartners.comDisclaimer: https://www.canaccordgenuity.com/wealth-management-canada/social/