References
"The team at Secure Capital Management worked with us to help structure the insurance component of our Unanimous Shareholder's Agreement with in-depth tax and estate planning. They were very helpful in explaining the different methods of structuring the agreement and the tax implications of our choices. They properly addressed our business succession requirements with the highest professional standards. Additionally, I now have an insurance program that enables me to invest inside my own company and receive a tax deduction previously unavailable to me. I highly recommend their services."
Ken Fritzke CMA
President - Riverdale Homes Ltd.
"As a CA, I was impressed with the knowledge of tax driven insurance strategies outlined to me by the advisors at SCM. They provide a much higher level of expertise in this regard. They structured the insurance component of my estate plan so as to provide tax deductions I previously did not enjoy. The cost of insurance will be paid with tax savings. I have also used their flow through gifting strategy to gift to charity with substantial tax savings that allows me to maximize charitable gifting."
Arif Amlani CA
"The team at Secure Capital worked closely with my CA in developing a wealth management plan for my company as well as my family. Their excellent professional service is unparalleled in my experience. They created tax deductions for my insurance that resulted in it paying me to have the coverage for free while also allowing me to invest both inside and outside the company with a tax deduction on the investment."
Todd Patterson
President - Ridgerock Digital Ltd.
"Secure Capital Management created a financial plan customized to my needs and investment objectives. They have also provided excellent services for specialized investments including safe land based investment alternatives to bonds and GICs with much better returns. Their knowledge of financial service products and tax strategies is amongst the best in the profession and I recommend their expertise."
Joe Klassen
President - Klass Mechanical Ltd.
"I have worked with Secure Capital Management on a variety of client matters over the past years. I have found them to be very knowledgeable in all areas of tax and financial management. In our dealings they have always ensured that all advisors of the client were aware of any proposed investment or insurance strategy, and their input had been considered early on in the process. I have been impressed at the broad range of investment alternatives they have offered, to meet various needs of their clients, their continued service in answering questions and provision of ongoing information on the investment status."
Eric Brocklesby CA
Chartered Accountant - Private Practice
"I have enjoyed stable, consistent returns in safe land based investments that gives me great confidence in my future retirement plan. I highly encourage anyone to take advantage of their services."
Trent Storek
President - Techmate Contracting Ltd.
"The advisors at Secure Capital Management outlined an insured tax deduction strategy using insurance that I needed as part of my estate plan. The strategy allows me to invest in the investments of my own choice while paying me to own the insurance through the tax deduction available on the insurance. I described this strategy as a "no brainer" for shareholders that need insurance and like to invest."
Kenneth Engler CA
Chartered Accountant