Keep Your Real Estate Investments Safe & Secure

Preserve and protect your wealth and your assets, to pass on to the next generation.

Loved Ones Looked After

Minimal Tax Burdens

Stress-Free Transition

Ready and Waiting Whenever Properties and Assets Are Sold: Canada Revenue Agency

Have you looked at how your real estate investments are structured - to minimize the tax burden on your estate?

Do you know how to ensure your family is well taken care of after you’re gone?

Do you want to avoid forced asset liquidation to pay estate taxes?

Wealth Creation Needs Preserving

Estate Planner Rick Goldring gets it. You've been building a wealth creation business, and it's just plain wrong for the government to take a sizeable chunk of it away from you and yours.

Whatever stage you’re at in your real estate investment journey, now’s the time to be thinking ahead.

Here’s How We Work With You

  • 15-20 minutes, at no obligation, to determine if there’s a fit between your needs and our estate planning approach.

  • An hour’s detailed review of your financial and estate planning requirements, so you can make your best decision to go forward - or not.

  • We come back to you with your personalized strategy and recommended financial products portfolio.

  • We take care of the set-up, monitoring and adjustments of your plan. You breathe easy.

Meet Rick Goldring

A wealth adviser for over thirty years, mayor of Burlington, Ontario for eight and now a KeySpire Service Pro, Rick Goldring, B.A., C.F.P., C.L.U., has gained unique perspectives on complex human, tax and financial issues combined.

A real estate investor like you, Rick has the ability to build big picture, strategic wealth and risk plans that meet each client’s needs and protect what matters most.

Goldring Financial Leadership: Advice at the Source

Confused by all the advisor “noise” out there? Meet some clients who got clarity, confidence (in their plan), peace of mind - and some surprising solutions - from Rick Goldring’s services.

Like many an entrepreneur, William felt he faced all kinds of exposure. He needed to get some assurance (and peace of mind) on what would happen if (and when) he was no longer around. How could he plan to avoid anything catastrophic?
(Read More)

William F.

A successful real estate developer, Eric was looking to create a legacy plan for his three children. Problem was, even though he had assembled a cadre of accountants and lawyers and advisors, Eric felt there was a missing piece to the puzzle.
(Read more)

Eric G.

Having sold his successful business nine months previously, James had two objectives: fund his retirement and leave his best legacy to his kids. With no external investments (he’d poured everything into his business), James had no idea where to go.
(Read More)

James L.

Your Legacy Solutions, Customized

We understand that everyone’s financial goals and needs are unique. We tailor everything to you, in our full range of advice, products and services partners.

  • A full suite of insurance products - Life, Disability, Long-Term Care, Critical Illness and global medical care - with surprising tax advantages.

  • Advanced product structure, asset allocation and portfolio management for tax optimization.

  • Pre- and post-retirement wealth planning and individualized pension plans.

  • Intergenerational wealth transfer and financial strategies to complement your own company succession planning.

  • An opportunity to think “further down the road” in terms of bequests and planned giving.

The Right Strategies & Solutions for Your Legacy/ Estate Planning

At Goldring Financial Leadership, we know you want your estate to be taken care of, to your family’s benefit and ease, all the while maximizing your business continuation and your retirement.

But you may face a number of problems, such as changing tax rules, family dynamics, health, long-term care or business risks, or even a lack of action or forethought up to now.

That’s why Rick Goldring provides clarity and certainty in an uncertain world, with solid advice and financial planning that not only looks after what you need but also ensures you get the most out of life.

It all begins with a personalized plan that helps protect what matters most and looks out for what may lie ahead. It starts from a healthy understanding of risk and knowing what you’re comfortable with.

Estate Planning for Business Owners

A Starter Guide

By Rick Goldring, BA, CFP, CLU

Where to Start on Estate Planning?

Receive via email your complimentary copy of our e-guide