...Private Equity enhances growth and potential, while Whole Life upgrades shelter and safety...
right now, money is free...that is an economic reality that will not persist
A very belated Happy New Year from Bearing Capital Partners...
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Professional experience & expertise. |
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Bearing Capital Partners is a firm of specialists dedicated to simplifying your business and personal financial affairs. Combining the highest level of expertise with decades of experience, Bearing Capital Partners brings you the very best in innovative, customized financial services solutions.
Each one of us has a specific area of expertise, and we all come
together to provide you with a comprehensive range of products and
services tailored to your unique situation. Whether you are an entrepreneur
looking to develop an innovative employee retention strategy; a
seasoned executive looking to optimize your potential; a growing
family looking to protect loved ones; or you are preparing for a
long and happy retirement, we can advise you on all the important
decisions and help you make the most of your hard-earned capital. |
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| Glenn has over 23 years of experience in providing expert personal and corporate planning solutions for clients ranging from individuals and private enterprise to publicly-traded companies. Glenn’s focus is to provide business consultancy and overview to owner-operated businesses. Glenn is a Certified Financial Planner, Elder Planning Counselor, and a Certified Divorce Financial Analyst. |
Jamie has provided investment, risk management, tax and estate planning guidance and solutions to professionals and family-owned businesses for over 12 years. Jamie’s professional accreditations include Certified Financial Planner, Canadian Investment Manager, Fellow of the Canadian Securities Institute, Chartered Life Underwriter, Financial Management Advisor, and Chartered Professional -- Strategic Wealth. |
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| Kathleen has over 20 years of experience as an Employee Benefit and Group
Retirement Specialist. Kathleen brings added value to businesses with a
thorough knowledge of compensation strategies and HR policies. Kathleen is a
member of The Benefits Alliance Group Inc., Canada's largest association of
independent benefit consultants, providing superior advice on the design and
management of group Insurance and retirement plans. |
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Fred has over 30 years
of experience in both practice management and advisory roles, and
has maintained an advocacy role for the professional delivery of advice
in the financial planning industry. Fred’s focus is to provide
personal and legacy planning to families with disabled beneficiaries,
as well as personal and practice advisory services for professionals.
Fred is a Registered Health Underwriter. |
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| Neno Ritchie has over 10 years of experience in the wealth management industry working as an advisor, client service specialist and back office administrator. Along with a post- graduate degree in Economics, Neno is also mutual fund and insurance licensed, making her well qualified to provide superior back office and service support for our clients and our
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Ron is a retirement income and estate planning specialist serving business owners, senior executives and their families. He structures tax efficient, insured income plans to support his clients' desired lifestyles, charitable interests, business succession and estate planning needs. In doing so, Ron helps his clients insure retirement income, pass on wealth harmoniously to family members, and turn tax obligations into charitable legacies. |
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