Cesar Lauper
Certified Financial Plannertm @Investment Planning Counsel
Signup · Get unlimited contacts
WORK HISTORY
Certified Financial Plannertm @Investment Planning Counsel
Oakville, ON, CA
WHAT WE DO:We specialize in helping family physicians keep more of what they make, reduce taxes, and increase their wealth. That\'s why we begin where it’s always best to start. with a strategy! We then articulate what your destination looks like to your unique situation. HOW WE DO IT:We use our Proven Roadmap Process to chart a course to your dream future. This plan will be effective, easy to stick to and focused specifically on your goals.We help you with: Cash Flow and Insurance Planning Portfolio Management Tax and Estate Planning WHAT MAKES US DIFFERENT:First and foremost, we practice the importance of building trust worthy and long lasting relationships with our clients. These relationships are not only built on a professional level but also on a personal level. Knowing our clients on a deeper, more intimate level, in turn, helps us to better understand the unique financial needs of our clients. Thus, providing them with ultimate financial solutions. We have also partnered up with the country\'s top investment managers, estate lawyers, and tax specialists to optimize your investments while minimizing the income taxes you pay, even through retirement. We are independent fiduciaries with a vested interest in growing your wealth. Want To Learn More? 90••••••59] | Taxes | Investments** Insurance Disclaimer - Insurance products available through Sipan Capital Inc.
EDUCATION
Canadian Securities Institute
CIM - Chartered Investment Manager, Portfolio Management
Canadian Institute of Financial Planning
CFP - Certified Financial Planner® , Financial Planning
ABOUT CESAR LAUPER
I love working with Medical Professionals because it puts me in a unique position to have deep understanding of the events that occur in their busy working schedules while they take care of and save lives every day. As an Investment Professional at Investment Planning Counsel, I help Medical Professionals gain financial freedom using our Proven Financial Roadmap Process to chart a course from today to their dream future tomorrow.Have you found yourself :Stressed from the thought of Tax Season this year, especially during such an unpredictable market and new tax laws? Frustrated from looking for the right expert to help you navigate your Retirement Pension Plan? Tired of trying to figure out your Estate Transfer Solutions on your own?Perhaps you never had the chance to find a trusted authority in the Financial Planning space.Perhaps you are too busy to get the chance to sit down and think about these important aspects of your business that may go overlooked.Well, I’m very proud to say that thanks to my expertise and work done as an Investment Professional at Investment Planning Counsel, I can help you with things like: Navigating this tax season with no worry on your side. Our Proven Roadmap Process will help you find all the Tax Solutions you may need for your Finances! Navigating your Personal Pension Plan to help direct you on the right course for a successful retirement! Estate Planning. This is something that perhaps you have not thought about yet. The good news is no matter what stage in life you are at, we can help you learn all your options and execute them to meet your future goals!To learn more about how we can help you reach business stability, please shoot me a direct message through LinkedIn or use the contact information below: 90••••••59] C••••••••@OUTLOOK.COMwebsite: | Taxes | Investments
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.