Advising entrepreneurs and professionals

Lou Caci and his team take a strategic and specialized approach to manage the wealth of entrepreneurs and professionals. Lou acts as your Chief Financial Officer to your team of advisors such as your accountant, lawyer and insurance advisor, ensuring that your entire financial picture is coordinated and that all advice gets implemented into action.

With many years of experience, Lou is well informed and empathetic about entrepreneurs’ needs. Resources from the Richardson GMP team complete his service offering when a client may require access to a specific professional or further clarification in a range of subjects:
 

 
  • shareholder’s agreements
  • holding companies
  • estate freezes
  • business succession plans
  • trusts
  • capital gains exemptions (including those for farmers)
  • and capital dividend accounts

 
 
Lou currently advises entrepreneurs in the fields of advertising, retailing, farming, accounting, medicine, and law. Many of his clients represent the next generation of Canadian’s affluent families. Lou has earned the trust of business owners and their families, measurable by the many referrals they have made to entrepreneurial family members.

Lou prepares date-specific, dollar-specific retirement accumulation plans. They begin with two key questions:

Will your money outlive you, or will you outlive your money?

Do you know exactly how much money you will need to accumulate to retire comfortably and remain comfortably retired?

 

Contact us for more detailed information in context of your unique circumstances and needs.

 

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