You have put years of dedication into your business and built a reputation to be proud of in your community.
Now you need to start thinking about your long term financial goals. Business owners are often too busy with the running of their companies to focus on Financial Planning, The decisions you make every day regarding the financial health and success of your business should include Financial Planning. We have experience guiding clients through the processes of managing your business and personal investments. Key Person Insurance, business succession and much more.
Solutions for your evolving Business – Whatever stage your business is at, we can help expand your operations, attract and retain employees, and maximize year-end profits.
Paying yourself first – Whether it’s a salary or dividends, there are different compensation models for businesses and we can help you choose the right option for you.
Saving and Investing – We’ll help you make sense of the Federal Government’s changes to income splitting and investing within a private corporation.
Succession Planning – Planning your exit strategy from your business is the easiest way to ensure a smooth transition, when it comes time to finally step away.
Insuring your Business – Different businesses require different types of insurance, and we can customize a plan that protects you, your partners and your employees.
Deciding to Incorporate – There are a number of factors and benefits to consider before you incorporate your business, and we can help advise you when the time is right.
Minimizing Taxes – Reducing your tax payable is always a top priority, and we’ll help you figure out which strategies will keep more money in your account.
Let us become part of your Team. We will help you plan your financial future and the future of your business.
- Corporate Investment Accounts
- Key Person Insurance
- Personal Investments
- Coordinated Team approach with your Accounts and Lawyers
- Disability Insurance
- Group Health and Life Insurance