About Us
The Executive Wealth Management Group is a retirement income and tax planning services company servicing the greater Toronto area. The largest financial institutions in Canada, along with the Canada Revenue Agency, support all of our tax and investment strategies.
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President - Jim Davis
Jim has been servicing clients with investment expertise for over 25 years. Jim will help plan for your future along with a team of tax accountants, tax lawyers and actuaries. |
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Vice President / Partner - Debra Berger
Debra has had a successful career over the past 4 years in Life Insurance and Retirement Planning. Debra is a fully trained advisor and adds many years of successful entrepreneur experience.
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Our mission is to provide people with
Long-Term Retirement Solutions and
Long-Term Care Solutions to provide peace of mind in getting you lifetime Income without RISK!
Our strategies are in co-ordination with the largest life insurance companies in Canada. Life insurance companies have successfully, over the past 150 years, known the exact formula
of how to create
“A Guaranteed Lifetime Income” payout of your retirement funds.
It is our honour to be able to give you the benefit of our many years of experience.
We also specialize in:
- Life Insurance Planning
- Estate Tax Planning
- Disabiltiy Insurance
- Critical Illness Insurance
- Long Term Care Insurance
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R.R.S.P’s Retirement planning
Tax Efficient Non-Registered Investments
Tax Deductible Leverage Loan Strategies
Group Pension Plans
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Group Health Benefit Plans
Tax Free Savings Plans (TFSA’s)
Health Care Spending Accounts
Tax Fee Corporate Tax Planning Strategies |
