Ross Deep provides strategic wealth management consulting for Canadian business owners, execs, doctors, dentists and professionals, using corporate and personal tax strategies and risk management solutions to help them retire well.
For business owners, personal wealth is inextricably linked with corporate wealth, requiring solutions that address both corporate and personal wealth management and preservation needs. Such solutions must be appropriate and compliant.
Ross works with private business owners to help them keep more of their hard earned equity in their businesses using tried, tested and true, tax efficient structures to preserve and grow their capital, reduce and defer tax and pre-position them with a business succession plan and exit strategy.
Ross also helps public and private corporations de-risk their Supplemental Executive Retirement Plans (SERPs), so that the Company and its Shareholders/Stakeholders are reimbursed for the cost of those benefits. In so doing, supplemental benefits for SERP members are both funded and secured.
Ross is a seasoned Strategic Wealth Management professional, and works with public and private companies and executives to de-risk, fund and secure their Supplemental Executive and Employee Retirement Plans (SERPs).
Ross holds an MBA from the Schulich School of Business, and B.A. Economics/Accounting from The University of Western Ontario.
He has worked in the top offices of a number of major Bay Street IIROC Investment Dealers and Canadian Banks, where he gained broad experience in the area of Asset Management, Investment Banking, Private Equity and Venture Capital, derivatives and risk management for both institutional and private clients.
His professional training includes Canadian Securities Course, RR, CPH, Canadian Options Course, CFA I and Life Insurance License LLQP Level II.