For Business Owners & Professionals

At Karasick & Associates Private Wealth Management, we focus on the areas of investment, tax and estate planning strategies for high net worth and ultra high net worth professionals and business owners,  and their families. Why? Because successful people are often so busy building their businesses, they don’t have the time or expertise to manage their personal finances to maximum benefit.

Our concentrated focus means you get the best possible advice from our unparalleled understanding of the strategies required to create a successful wealth plan for each client. The foundation of our business is based on establishing successful relationships and exceptional client service.

Tax planning and tax minimization are key components of the financial plan for most clients. As part of an integrated and comprehensive wealth plan, we implement strategies to create a unique and successful wealth program tailored to our individual clients, including:

• Incorporation
• Tax effective strategies for withdrawing funds from a corporation
• Creative income splitting
• Receive tax refunds without locking money into the RSP
• Family wealth approach to your finances
• Estate Planning: Transition wealth in a tax efficient and protected manner
• Asset swaps and debt replacement
• Discipline portfolio structure for the current market
• Create a sell discipline for your portfolio
• Creating a tax efficient pension plan with no market risk
• Providing guaranteed income for life while locking-in market gains
• Intergenerational transfers of wealth
• Using family trusts to protect wealth

At Karasick & Associates Private Wealth Management, our truly unique approach to wealth management is all about helping you maximize you and your family’s financial future. 

^{Borrowing to invest involves risk and may not be suitable in all situations. Speak to Lyle Karasick to see if this strategy is suitable for you. Insurance products and services distributed through I.G. Insurance Services Inc. Insurance license sponsored by The Great-West Life Assurance Company. Investors Group Guaranteed Investment Funds are segregated fund policies issued by the Great-West Life Assurance Company.}