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The Road Ahead
The US economy is busy extracting itself from debt...
August 2010 Benefits Newsletter
Click through to see the August 2010 edition of Benefits Focus
Flow Through for Tax Benefits
Investments in Canadian Resource Properties can generate significant tax benefits...
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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 to executives, professionals and private businesses for over 14 years. Jamie's 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. Mutual Funds Provided Through FundEX Investments Inc. |
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| Kathleen has over 15 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 Employee Benefits Advisors Inc., Canada’s largest association of independent benefit consultants, providing advice to their clients on the design and management of comprehensive group benefit programs. | 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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| © 2008 Bearing Capital Partners | Investor Privacy Notice | Website Compliance | Mutual funds provided through FundEX Investments Inc. |
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