What We Do
Relationship Building is Key to Our Success
At BMG Financial we create, preserve & manage wealth for future delivery
Relationship Building is Key to Our Success!
We are a professional team who are fiercely independent with a wealth of knowledge, experience and resources to draw upon.
We believe each client; business or individual is unique, with their own specific needs. Our role is to help you to determine those needs, design a plan to meet them, and only then recommend, and implement your plan using the most appropriate financial products.
Segregated Investment Funds, offered through insurance carriers, provide unique benefits guarantees, including death benefit and capital guarantees.
In today’s market, traditional benefits aren’t enough. Employers are innovating compensation packages, emphasizing flexibility and personalization to cater to diverse employee needs and preferences.
The 2023 federal budget introduced changes to the Alternative Minimum Tax (AMT) system. Aimed at ensuring high-income individuals pay a minimum tax, the changes address concerns about minimal tax payments due to certain incentives.