Your Partner in Business
Knowing your business matters. The more we understand, the better we can serve you and your needs. We offer the following services to our business owner/executive clients individually or as a package. We will handle as much or as little of your business' financial lives as you wish.
Please click on any of the below modules for further details.
▪ Continuation Planning
What happens if you or a key employee of your company are unable to work? What happens to you and to your company? How do you and your company survive?
▪ Wealth Transfer
As any business owner knows, your wealth can become trapped within your company. The issue of either leaving the funds within the company or paying personal income tax upon withdrawal is a concern many business owners have. We can help with that decision as well as getting this wealth working for you in a tax efficient manner.
▪ Executive Compensation Solutions
Every business' success relies heavily on its leadership, but as a business owner/executive, how do you keep these key individuals happy?
▪ Group Compensation Solutions
How does a company compensate its employees beyond simple salary? Health & dental benefits, group RRSPs, profit sharing plans and pensions can all be used to reward your dedicated staff.
▪ Succession Planning
Has the time come to move on to retirement? Are you looking to sell or pass along the business to family members, management staff or a new buyer?
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Disclaimer: The information contained herein is for ON, NS, NB residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.