1-800-680-9709 info@baicorp.ca

Financial Planning

BAICORP also offers Personal Financial Planning services.

Individuals are encouraged to contact us and confidentially explore their entire financial picture.  At BAICORP, we take a triangle approach to Wealth Management.

 

We specialize in:
  1. Wealth Accumulation

  2. Wealth Preservation

  3. Tax Minimization

We provide each Client with:
  1. Comprehensive customized Financial plan

  2. Road Map

  3. 18 month To-Do list

This ensures maximum investment returns with the appropriate risk.  We review and plan for missteps in the Plan by considering the effects of disability, illness or death.  We pay attention to tax implications and recommend the best solutions for tax minimization.

Our process

 

U

Discovery

01

Z

Recommendations

02

Implementation

 

03

Monitoring

04

At BAICORP we’ve made it a priority to assist individuals towards “Finishing Well” not only in their career, but in life.

We offer TAYLORED FINANCIAL PLANNING STRATEGIES for individuals and families who are concerned about outliving their capital or paying too much tax.

Uncertain about your next decision?

Take Action.

  • This form is a great way for us to build a relationship and understand you.
  • By providing us with basic information helps us to better prepare a quote for you.

BAICORP FINANCIAL INC.

@2019 Baicorp Financial.
All Right reserved.

Contact Us

 

1290 Cornwall Rd., Unit C, Oakville, ON, L6J 7W5

 

info@baicorp.ca