Specialized Expert Knowledge
Financial planning for business owners tends to be quite complex, involving such factors as multifaceted estate issues, tax considerations, and succession planning that align with ever-changing and stringent government tax legislation. Due care in determining a personal financial strategy involves an advanced level of expertise of Canada’s corporate landscape as well as an understanding of the business as it is now and as it is forecasted to be in future.
Through our financial planning process, we aim to address business owners’ big-picture needs by constructing customized strategies to achieve their specific goals of wealth preservation, avoidance of unnecessary tax burdens, creditor protection, risk assessment, wealth accumulation and wealth distribution to themselves, their family, estate and charities.