Hi, I’m Hugo Donais. Over the past decade, I’ve worked with hundreds of business owners. My focus is in the conversion of corporate owned assets into personal after tax dollars. We accomplish this without the usual tax hemorrhage known as disposition.
This is made possible via the unique application of a time tested asset class designed to preserve capital, enhance yield and allow our clients to amplify and perpetuate their philanthropic contributions.
This process has very little cost, if any, to the business owner.
WHO WE WORK WITH
We don’t financially discriminate. However, our typical client is a business owner with a minimum ebitda of seven figures. The enterprise’s revenue may be cyclical or fluctuate from year to year but the shareholder(s) equity is strong.
We help physicians and smaller businesses with investment ideas, key man insurance, employee benefits, and individual protection plan.
We work with a few selective clients and take great care of them.
WHAT WE DON’T DO
With recent progress in highly specialized software that can deliver enhanced investment options at a fraction of the cost, we no longer sell mutual funds or other antiquated expensive financial instruments that tends to underperform broad market indexes. Our philosophy is to avoid excess complexity by seeking yield through traditional value investing, real estate and by reducing cost and taxes wherever possible.
STRATEGIC ALLIANCES
By partnering with the best in the business, we are able to bring value in the following areas:
- Private Money Management
- Tax & Estate Planning
- Leverage Buy-Sell agreement
- Executive Deferred Compensation
- Employee Benefits
- Executive Health Benefits
- Collateralized Insurance Agreement
- Business Succession Planning
ABOUT HUGO DONAIS
Over the past decade, Hugo and his team operated as part of a captive agency model of a Fortune 500 company. In 2017, Hugo’s firm, HDF Wealth Solutions became fully independent. This unbiased freedom of institutional access allows us to provide superior recommendations without the constraint of any exclusive or biased brokerage relationship.
Hugo is a former professional athlete and member of the Canadian National Cycling Team. As a Certified Financial Planner (CFP), Hugo has been in practice since 2007. In 2009, Hugo became National Recruit of the Year for a Fortune 500 company as the highest insurance producer amongst 600+ new recruits. He has since remained in the top 1% every year. Hugo’s own investment portfolio includes a mixture of traditional value securities, collateralized insurance agreement and real estate holdings including retail, office and residential.
Whether you have a particular interest you would like to discuss or just want to talk shop, feel free to get in touch.