Serving Clients with Passion and Professionalism

LEGACY PLANNING

Legacy planning is the process of managing your assets and values to ensure they are passed on to future generations or utilized in a manner that aligns with your wishes after you're gone. Here's why it's important:

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MAXIMIZE SAVINGS

We have strategies for accumulate savings combined with tax efficiency will provide the best retirement option for your future.

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MANAGING RISK

There are only 2 ways a Financial Services firm can help an individual.

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RETIREMENT INCOME

The greatest risk at retirement is to out live your retirement dollars.

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“Helping clients with tax mitigation and asset optimization strategies so to secure their future”.

Marc Boesener, Financial Advisor and Principal – Marc has 25 years of experience in the Financial Services Industry working with a large US investment firm and a Canadian Brokerage house before transitioning to his own private practice by establishing Rising Tide Financial. Marc’s conviction is to provide unbiased, objective, independent advice for his clients so they have the best strategies in place.

Dawson Boesener – Financial Advisor -Dawson Dawson is a licensed financial planner who has been working in the financial service industry for over 4 years. He has a degree in financial services and has accumulated experience with insurance and investments with the family practice. Dawson has also attended training conferences in the USA and Canada to broaden his experience.