Cogan Financial Capital Group Ltd.

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Canada
Toronto, ON
Cogan Financial Capital Group Ltd.

We are a boutique firm specialized in wealth and estate management with a focus on estate preservati and on tax-advantaged asset ownership structures.

Cogan Financial Capital is a boutique firm specializing in wealth and estate management, focusing on estate preservation, insurance planning, and philanthropic structures. We are experts in protecting wealth, from asset ownership structures and tax planning to inter-generational wealth transfers and succession issues. Areas of specialization include:

Intergenerational Wealth Transfer
Insurance Pl

anning
Estate Preservation
Philanthropic Structures
Tax-exempt holdings (with low risk and guaranteed returns)
Tax Planning
Registered and Non-Registered investments (including but not limited to: Segregated Funds, Mutual Funds, RRSP’s, TFSA’s)

We are first and foremost planners: our recommendations are based on full corporate and individual wealth and estate plans. Our specialized accountants and advisory team develop our financial and insurance plans and recommend solutions based on each client’s individual needs. Our recommendations focus on structural features (Holding companies, trusts, etc.) We seek no prior commitment from prospective clients: we present clients with full financial and estate plans. Clients make decisions only after they have had time to assess our plan and proposal and are convinced of the objective value our solutions. Corporate Clients:

We are focused on working at the intersection of corporate and family wealth and estate planning. We have worked with business owners and high-net-worth clients for more than a decade. Our focus for business owners is on access: to uncover opportunities for tax-advantaged growth within the corporation and tax-advantaged transfers out of the corporation and intergenerationally. Estate Planning:

Our estate planning approach works in conjunction with a client’s entire advisory team. With our experts and strategic partners (including lawyers, accountants and tax specialists) we integrate key opportunities for estate creation and protection today and for future generations. Our partners include some of the largest accounting and legal firms in Canada, entrusting us with their clients’ estate needs. We can say with some confidence that we can add value to most any portfolio and estate structure. Group Benefits:

We feel that group benefits are a key element in an effective business plan. By encouraging employee health and wellness and offering flexible, affordable and sustainable plans we help create and maintain a productive work place.

05/17/2022

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(From the April 2022 Edition of eFORUM) By Jamie Golombek and Debbie Pearl-Weinberg It’s common for a private corporation to purchase a life insurance policy […]

10/08/2021

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Wealth is difficult to define in practice, and thus even more difficult to tax without imposing enormous economic costs on Canadians

09/14/2021

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Here's a brief look at some of the tax policies announced by the Liberals, Conservatives and NDP

08/30/2021

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Estate planning is not an easy task, as families are complicated. The general goal of most people when they are estate planning is to create fairness

07/13/2020

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Failure to file a T1135 can result in harsh penalties, even when the income from the foreign property has been reported

06/25/2020

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The decrease creates new opportunities for tax planning

06/03/2020

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Experts weigh in on what employees should expect – and how they can keep track of their expenses – as their new way of work sets in.

05/25/2020

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Jamie Golombek: Seniors hit hard financially by the pandemic are getting some additional support with the potential for more later

04/29/2020

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Here’s your at-a-glance guide to federal support

02/25/2020

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Jamie Golombek: Heed the lessons from this case involving two sisters, their late father’s RRIF and the Canada Revenue Agency

02/03/2020

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Jamie Golombek: A recent tax case shows what can happen if you don’t have the right support for your expenses and file dubious-looking T2200s

01/13/2020

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While many Canadians look forward to socking away another $6,000 in TFSAs this year, battles continue over past contributions

Address

Canada Life Tower, 110/330 University Avenue
Toronto, ON
M5G1R8

Telephone

647-494-9993

Website

http://www.coganfinancial.com/

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