Rest Easy With Your Legacy Safe and Secure.

Did you know that thoughtful Estate Planning can maximize your legacy and minimize your tax exposure?

Estate Tax Minimization

Orderly Estate Disposition

Ease Your Family’s Burden

Your Estate’s Unwanted Silent Partner: Canada Revenue Agency

Need expertise in tax mitigation strategies?

Not getting the long-term, all-around thinking you need from your financial advisors?

Lacking co-ordination in your overarching estate and wealth planning?

A Holistic Approach to Legacy Planning

Goldring Financial Leadership brings together your integrated team of business and financial professionals, for optimal estate and legacy solutions.  Everything is customized to you, with all the nuances that make your plan yours.

  • Strategies and a range of Financial Products to enable you to keep the CRA’s “take” at a minimum.

  • Protect and structure your assets and investments with an integrated approach to wealth management that smooths the disposition of your estate.

  • Have confidence in knowing you have provided for your loved ones in the best way possible and have eased their burden at a difficult time.

Here’s How It Works

At Goldring Financial Leadership, we think it’s just plain wrong for your estate planning to be constrained by advisors who are  limited to their own, discrete areas of practice and solution. Let’s put it all together.

Diagnose

We listen! What are your goals, your concerns? What’s your current financial situation and where would you like it to be?

Recommend

We conduct a comprehensive review of your situation and your opportunities and recommend your tax optimization plan.

Implement

We implement your plan and keep you updated on how your strategies are working, so we can adjust it as required.

Meet Rick Goldring

A wealth adviser for over thirty years, and mayor of Burlington, Ontario for eight, Rick Goldring, B.A., C.F.P., C.L.U., has gained unique perspectives on complex human, tax and financial issues combined.

All Rick’s knowledge and expertise gained throughout the years has given him the ability to build big picture, strategic wealth and risk plans that meet each client’s needs and protect what matters most.

Your Legacy Solutions, Customized

We understand that everyone’s financial goals and needs are unique. We tailor everything to you, in our full range of advice, products and services partners.

  • A full suite of insurance products -Life, Disability, Long-Term Care, Critical Illness and global medical care - with surprising tax advantages.

  • Advanced product structure, asset allocation and portfolio management for tax optimization.

  • Pre- and post-retirement wealth planning and individualized pension plans.

  • Intergenerational wealth transfer and financial strategies to complement your own company succession planning.

  • An opportunity to think “further down the road” in terms of bequests and planned giving.

Goldring Financial Leadership: Advice at the Source

Confused by all the advisor “noise” out there? Meet some clients who got clarity, confidence (in their plan), peace of mind - and some surprising solutions - from Rick Goldring’s services.

Like many an entrepreneur, William felt he faced all kinds of exposure. He needed to get some assurance (and peace of mind) on what would happen if (and when) he was no longer around. How could he plan to avoid anything catastrophic? (Read More)

William F.

A successful real estate developer, Eric was looking to create a legacy plan for his three children. Problem was, even though he had assembled a cadre of accountants and lawyers and advisors, Eric felt there was a missing piece to the puzzle. (Read more)

Eric G.

Having sold his successful business nine months previously, James had two objectives: fund his retirement and leave his best legacy to his kids. With no external investments (he’d poured everything into his business), James had no idea where to go. (Read More)

James L.

The Right Strategies & Solutions for Your Legacy/ Estate Planning

At Goldring Financial Leadership, we know you want your estate to be taken care of, to your family’s benefit and ease, all the while maximizing your business continuation and your retirement.

But you may face a number of problems, such as changing tax rules, family dynamics, health, long-term care or business risks, or even a lack of action or forethought up to now.

That’s why Rick Goldring provides clarity and certainty in an uncertain world, with solid advice and financial planning that not only looks after what you need but also ensures you get the most out of life.

It all begins with a personalized plan that helps protect what matters most and looks out for what may lie ahead. It starts from a healthy understanding of risk and knowing what you’re comfortable with.

Estate Planning for Business Owners

A Starter Guide

By Rick Goldring, BA, CFP, CLU

Where to Start on Estate Planning?

Receive via email your complimentary copy of our e-guide