We provide financial consultation, placement of investments,
complimentary tax preparation for clients & family members,
retirement guidance, and end-of-life & estate planning.
Financial Consulting
Understand & review your situation, values, and goals
Discuss & establish specialized plans
Referrals to other professionals
Investment Placement and Monitoring
Portfolio analysis (e.g. performance, costs, benefits)
Optimized risk-adjusted returns
Pension plan transfers
Access to money managers
All plans: RRSP, LIRA, TFSA, RIF, LIF, Open, RESP, RDSP, FHSA
Tax Planning
Tax minimization strategies
Personal tax return preparation
Proactive analysis, projections, and solutions
Retirement Guidance
Factors to consider for early retirement
Will your resources last beyond your lifetime
Assessment of objectives, personal advice, and action plans
Elder Planning
Continue to own, rent, or move to a community
Wealth succession: where do you want it to go
Structure your affairs for tax & beneficiary efficiency
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 & family members,
retirement guidance, and end-of-life & estate planning.
Financial Consulting
Understand & review your situation, values, and goals
Discuss & establish specialized plans
Referrals to other professionals
Investment Placement and Monitoring
Portfolio analysis (e.g. performance, costs, benefits)
Optimized risk-adjusted returns
Pension plan transfers
Access to money managers
All plans: RRSP, LIRA, TFSA, RIF, LIF, Open, RESP, RDSP, FHSA
Tax Planning
Tax minimization strategies
Personal tax return preparation
Proactive analysis, projections, and solutions
Retirement Guidance
Factors to consider for early retirement
Will your resources last beyond your lifetime
Assessment of objectives, personal advice, and action plans
Elder Planning
Continue to own, rent, or move to a community
Wealth succession: where do you want it to go
Structure your affairs for tax & beneficiary efficiency
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.