I’m a Construction Contractor
looking for ways to looking for ways to protect myself and my income while setting up my business for success
MAIN STAKEHOLDER
As an owner or top executive of a company you are the most important asset. Make sure you protect yourself and your business.
- Key Man insurance coverage – life- illness, disability
- Insurance coverage for principals of your company
- Insurance coverage shareholder/buy sell agreements
Have peace of mind knowing that your business is protected from unexpected occurrences.
- Financial management – Cash Flow, Personal Balance Sheet, Banking Review
- Incorporating
- Integrated Tax planning
- Income - Dividends and/or Salary
- Risk Management – Life, Mortgage/Debt, Critical Illness & Income protection
- Will, Power of Attorney planning
- Tax Smart Investment planning
- Integrated Retirement planning – RRSP, TFSA, Pensions, Non-Registered Plans
- Business Succession, Estate, Legacy & Wealth Transition planning
- Individual Health & Dental plans
I'm a Business Owner
looking for ways to protect what I’ve built and find tax efficient ways to build wealth within my corporation.
BUSINESS STRATEGIES
Whether you are a start up or an established company, your situation changes constantly. Know the options available for you at every stage of your business.
- Tax efficient investment strategies
- Financial planning, cashflow and debt management
- Estate and Succession planning
- Capital Gains & Opportunities Tax
We help you navigate through your business life stage to ensure all your needs are met.
- Financial management – Cash Flow, Personal Balance Sheet, Banking Review
- Risk Management – Life, Mortgage/Debt, Critical Illness & Income protection
- Child savings plans – RESP, In-Trust & Whole Life plans
- Retirement planning - RRSP, TFSA, Pensions, Non-Registered Plans
- Tax Smart Investment planning
- Will, Power of Attorney planning
- Estate, Legacy & Wealth Transition planning
I'm an Employer
looking for ways to looking for ways to attract and retain excellent employees.
EMPLOYEE BENEFITS
Your staff are what keeps your business moving. Give them the security and the incentive to build and run your business effectively.
- Group health & dental plans
- Group RRSP
- Health Spending Accounts
Taking care of your people and your business is our top priority.
- Financial management – Cash Flow, Personal Balance Sheet, Banking Review
- Incorporating
- Integrated Tax planning
- Income - Dividends and/or Salary
- Key Person and Buy Sell Shareholder insurance protection
- Tax Smart Investment planning
- Integrated Retirement planning
- Business Succession, Estate, Legacy & Wealth Transition planning
- Company Health & Dental plans
- Company Pension plans – RRSP, TFSA, IPP
