Experts in Income and Capital Enhancement

Richard Segal B.Comm., CFP, TEP

Richard is recognized as one of the leading experts in Canada specializing in creative innovative solutions that reduce tax and reduce or eliminate capital gains in mergers, acquisitions or transfer of assets. He is continually called upon by public accountants and tax lawyers for his expertise. Richard leads a team of specialists that focus on the tax and financial needs of the business owner, the self-employed and those engaged in professional practice.

He was born in South Africa and earned a Bachelor of Commerce degree from the University of South Africa. In 1977, he emigrated to Canada where he continued his career, as an Income and Capital Enhancement Consultant in Toronto. He is recognized as a leader in the Canadian financial community and holds the Certified Financial Planner and Chartered Life Underwriter designations. Richard is a past director of the Canadian Association of Financial Planners and a past president of the Toronto chapter of Chartered Life Underwriters. He is also a member of the Society of Trust and Estate Practitioners.

Richard was a regular weekly guest on Closing Bell seen on City TV's Cable Pulse 24, responding to the market commentary and other financial news of interest. In addition, he has been a regular guest on CHFI Radio's Money Talks, TVOntario's Small Business program, Rogers Cable financial planning series, and was a guest on a live national financial planning Question and Answer forum held on Global TV. Richard is a much sought after guest lecturer, and has spoken and run seminars for numerous institutions and organizations including Seneca College, the University of Toronto, and CCH Canadian Limited. He is a co-author of "Wealth Creation for the Salaried Executive". This book is a Canadian guide to executive and managerial compensation and tax planning. He is also a co-author of "The TASK - The Trusted Advisor's Survival Kit" (Lexisnexis, 2009) and "ASK - Advisors Seeking Knowledge" (Lexisnexis, 2012)