We provide financial consultation, placement of investments,
complimentary tax preparation for clients, and estate planning.
Financial Consulting
Complimentary meeting to understand & review your situation, values, and goals
Establish proactive & specialized plans
Referrals to other professionals
Investment Placement and Management
Portfolio & pension analysis, including performance, costs, and benefits
Optimized risk-adjusted returns
Portfolio monitoring and rebalancing
Access to money managers
All types of plans: RRSP, LIRA, TFSA, RESP, RDSP, FHSA, RIF, LIF, and Open
Tax Planning
Income tax analysis, projections, and scenarios
Complimentary personal tax return preparation
Tax minimization strategies
(e.g. avoid the OAS claw back, income splitting, corporate class investments, charitable donations)
Retirement Planning
Retirement income & expense analysis, projections, and scenarios
Assessment of objectives, personal advice, and action plans
Estate Planning
Structure your affairs for tax & beneficiary efficiency
Legacy planning and charitable giving
Wealth succession planning
Access to a legal network
Assistance with probate and the estate information return
Terminal tax return preparation
By Appointment Only
Jeff Bryce
BA, MBA
jeff @bryce.ca
519 747 4200
1 800 893 0014
617 Coppercroft Court,
Waterloo, ON N2K 3M2
complimentary tax preparation for clients, and estate planning.
Financial Consulting
Complimentary meeting to understand & review your situation, values, and goals
Establish proactive & specialized plans
Referrals to other professionals
Investment Placement and Management
Portfolio & pension analysis, including performance, costs, and benefits
Optimized risk-adjusted returns
Portfolio monitoring and rebalancing
Access to money managers
All types of plans: RRSP, LIRA, TFSA, RESP, RDSP, FHSA, RIF, LIF, and Open
Tax Planning
Income tax analysis, projections, and scenarios
Complimentary personal tax return preparation
Tax minimization strategies
(e.g. avoid the OAS claw back, income splitting, corporate class investments, charitable donations)
Retirement Planning
Retirement income & expense analysis, projections, and scenarios
Assessment of objectives, personal advice, and action plans
Estate Planning
Structure your affairs for tax & beneficiary efficiency
Legacy planning and charitable giving
Wealth succession planning
Access to a legal network
Assistance with probate and the estate information return
Terminal tax return preparation
By Appointment Only
Jeff Bryce
BA, MBA
jeff @bryce.ca
519 747 4200
1 800 893 0014
617 Coppercroft Court,
Waterloo, ON N2K 3M2
Disclaimers
Equity Associates Inc is a Mutual Fund and Exempt Market Dealer in selected provinces. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Past performance may not be an indicator of future performance. Individual situations vary and products/strategies may not be suitable for all investors. Individuals should all read Fund Facts or prospectus (or similar) before making an investment and speak to their financial professional to see if an investment is right for them.
The recommendations and opinions expressed herein are those of Bryce Consulting and do not necessarily reflect those of Equity Associates Inc. They are not specifically endorsed by Equity Associates Inc. Articles on this site are not intended to provide individual financial, legal, tax or investment advice but rather to be used for information purposes only.
Additional Products & Services Disclosure
All other products or services provided other than Mutual Fund and Exempt Market products are subjected to your advisor if they are duly registered to do so under applicable legislation and the dealer approves such activity to be conducted outside of the dealer. Any activities related to such other occupation are not the business of the dealer and are not the responsibility of the dealer.
Equity Associates Inc is a Mutual Fund and Exempt Market Dealer in selected provinces. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Past performance may not be an indicator of future performance. Individual situations vary and products/strategies may not be suitable for all investors. Individuals should all read Fund Facts or prospectus (or similar) before making an investment and speak to their financial professional to see if an investment is right for them.
The recommendations and opinions expressed herein are those of Bryce Consulting and do not necessarily reflect those of Equity Associates Inc. They are not specifically endorsed by Equity Associates Inc. Articles on this site are not intended to provide individual financial, legal, tax or investment advice but rather to be used for information purposes only.
Additional Products & Services Disclosure
All other products or services provided other than Mutual Fund and Exempt Market products are subjected to your advisor if they are duly registered to do so under applicable legislation and the dealer approves such activity to be conducted outside of the dealer. Any activities related to such other occupation are not the business of the dealer and are not the responsibility of the dealer.