Business Owner

There is never enough time for everything that matters. Let us come alongside you and offer our expertise to put your mind at ease.

Here are some questions you should be asking.

Financial Planning

• Have I identified the pros and cons of my company pension plan?
• Am I maximizing my company savings plans?
• Can these plans ensure I maintain my desired lifestyle at retirement?
• Do we have the best possible and most efficient group retirement and group health benefits packages available?

Investment Counsel

• Am I assessing my risk tolerance correctly?
• Have I properly allocated my assets between corporate and personal plans and is this allocation tax efficient?
• Do I have an exit strategy for company stocks and options?

Retirement Planning

• Am I assessing my time horizon correctly?
• Have I accounted for the loss of corporate benefits at retirement?
• Have I given thought to income splitting and my legacy wishes?

Succession Matters

• Do I need an estate freeze?
• How do I transition my assets most efficiently?
• Is my charitable giving being done in the most efficient and beneficial way?
• Do I have a legally-viable fully-funded succession plan in place?