Rick Goldring

I am pleased to announce that I have launched a You Tube Channel that will have new videos posted every week of particular interest to business owners including doctors and dentists that will feature insightful information on Wealth and Risk Management. The information provided is about minimizing income tax and risk while maximizing retirement income and estate values. Topics covered will include life insurance, critical illness insurance, disability insurance, T4 salary vs T5 dividend income, TFSAs versus RRSPs, the "unlimited" TFSA etc. Please let me know if there is a topic you would like me to cover. https://youtu.be/VklXgvv8fJc

As a lifelong resident of Burlington and the former Mayor, I believe in the power of community and the value that individual contribution adds to our collective success. I am pleased to join Bay West Group as a Financial Advisor, helping local residents and those around us to live their best life. I believe the greatest value I can bring to your wealth plan is to: Protect what matters most and look out for what may lie ahead, and... Provide solid advice and personalized financial plans that not only look after what you need but also what you want the most out of life. When it comes to risk and wealth management, you have to start with a solid plan. I predominantly work with business owners and professionals to provide: 1. Tax Optimization Strategies 2. Retirement Income Plans 3. Insurance and Investment Management 4. Business Continuation and Succession There is no question this is a challenging time for all! I will be easing into my new home at Bay West on Brant Street as we continue to practice social distancing. In the meantime, the rest of the team and I will be working hard to support you through such an unprecedented time. I look forward to connecting more over the coming months. If you would like to speak further, I can be reached at: [email protected] and 905.639.6443, extension 29