Who we are What we do Who we do it for Our philosophy
I was duly impressed with the knowledge of products that Bearing Capital presented and the time they were willing to spend with me.”
 


Mike Cohen

planning employee risk invest end_space

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...

Bearing Capital Partners develops strategies
that mitigate risk and maximize opportunities.

We call it the sleep at night formula and it’s a cornerstone of successful planning. Whether it’s the protection of your family against life’s tragedies or the protection of your business against unexpected events, an effective risk management program will make your overall financial position stronger.

When risks are properly identified, you can focus on the upside potential of the aspects of your life that add to your bottom line. Having a good plan in place lets you focus on the all of the positives in your life without worrying about the unexpected. Better yet, you can take the time to enjoy what you have built.

local offices

Liquidity creates freedom and is the best defense against risk.  A proper risk management program works to ensure that you have enough money to make good decisions when the moment calls for it. With proper planning, you should never be forced to make a decision you don’t want to.

A good risk management plan not only uses liquidity as protection, but creates opportunities to maximize the value of all your assets and build wealth.

In the end, a worry-free risk management program ensures your family legacy.  The process that leads to the right wealth protection plan is straight forward. At Bearing Capital Partners, we can show you how to take the worry out of planning for the unforeseen while showing you how it can enhance your financial position today and for years to come.

The process is simple. Ask yourself these four questions:

  • What is the property or resource at risk?
  • How will you manage the risk?
  • Can you make changes in the future?
  • Can you use this plan to create other opportunities?

If your current risk management program does not answer those four questions to your satisfaction, it may be time for a review.


© 2008 Bearing Capital Partners | Investor Privacy Notice | Website Compliance Mutual funds provided through FundEX Investments Inc.

Site Design by: FRANK Inc.