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Rick Goldring focuses on providing Wealth, Estate and Risk Management Plans for successful business owners including real estate investors. Building wealth through real estate when done judiciously can be very rewarding. However, success can create complications especially from an Estate Planning perspective. Through proper planning, wealth can be maximized, and tax minimized along with protecting ourselves and families during unexpected health challenges. Rick has been a Financial Advisor for over 30 years and Mayor of Burlington, ON for 8 years. In January 2022, he became a member of Keyspire after enrolling in the introductory 3-day virtual workshop – Learn to Earn. Since then, Rick has invested in several different development projects with Keyspire Members. Through Rick’s affiliation with Farber Wealth, he has several colleagues who can assist providing support and advice to Keyspire Members across Canada.
Rick’s objective is to be a valuable resource and advisor, offering up-to-date information and perspectives on Estate Planning, Tax Minimization and Life Insurance for Keyspire members. You can find articles and videos on his regularly updated Real Estate Investor Web Page.
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Through my association with Farber Wealth and PPI, I have colleagues licensed in every province in Canada so if I am not licensed in a particular province, I have a colleague who is.
I have been a financial planner working with business owner clients for over thirty years. I have both my Certified Financial Planner and Chartered Life Underwriter designations.
I was a municipal councillor for four years and mayor of Burlington, ON for eight years.
I am also a Keyspire member and an Active and Passive Real Estate investor.
There is no charge for the introductory meeting, consulting, documentation, research, design and implementation of Wealth and Estate plans. We receive compensation for our expertise and energy for the companies providing the various products we recommend you use. We naturally expect any transactions you make, that relate to the recommendations made, will be made through our firm.
I have contracts with all the major life insurance companies and a number of smaller companies in Canada. I also have referral relationships with portfolio managers of publicly traded securities and real estate-based investments offered through the Limited Market Dealer network.
Each year I engage in over 30 hours of Continuing Education with much of the focus being on tax, estate planning and risk management especially for business owners and real estate investors.
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