Being professionals and business owners ourselves; we have a keen understanding of the financial complexities (and risks) involved in running your own business compared to those working at a large institution. By working closely with you to understand both your short and long-term vision, we help spearhead a strategic financial plan (incorporating your accountants and lawyers) and have experience and expertise in how to maximize the benefits of your corporation. Our expertise covers areas such as wealth accumulation, risk management, tax optimization, retirement planning, and estate planning as we help you synchronize your personal and professional life and give you confidence about your future.
Professionals
We specialize in working with professionals across various fields (such as doctors, lawyers, engineers, and more). Our deep understanding of the unique financial challenges professionals face allows us to provide targeted guidance and support. Whether you’re managing student debt, navigating complex tax regulations, or seeking strategies for career advancement, we offer personalized solutions to help you achieve financial success.
Business Owners
As experienced financial advisors, we have a keen understanding of the financial complexities involved in running a business. We collaborate with small business owners, offering tailored solutions to address their specific needs. From cash flow management and budgeting to employee benefit plans and business succession strategies, we provide comprehensive guidance to support your business’s growth and long-term success.
Our trusted, personalized process will give you the confidence of knowing your finances are on track, allowing you to devote your time an energy to what you’re good at: your business. Imagine the peace of mind you’ll feel knowing the answers to these questions (and more!);
Business Structure
Sole Proprietor or Incorporated, which is right for you?
Cash Flow
Salary vs dividends. Understand benefits, drawbacks, & implications of each.
Disability Insurance
Protect your ability to earn income if you become sick or injured.
Fund Retirement
Buy RRSPs or invest within a corporation?
Corporate Organization
We work alongside your accountants to help you to keep looking forward and planning for years ahead.
Tax Planning
Understand the impact of holding the highest taxed investments (interest) in your corporation.
Investment Planning
Understand how your investments will fit your short and long-term strategies.
Life Insurance
Is there a need to Insure corporate debts, key person insurance, or buy/sell agreements with partners? Should corporate life insurance form part of your estate plan?
Succession or Estate Planning
Do you have a well-thought-out succession (or estate) strategy with your accountants, lawyers, and financial planner?