Solutions for Business Owners

Your expertise is knowing and running your business, ours is working with you to ensure you are achieving the financial freedom you are ultimately working towards. 

Whether you are a sole proprietor, professional, in a partnership or part of a family-owned business; we work with you to create a plan as unique as your business.  We’ve helped many of our clients address their key personal and business issues:

  • Can I afford to retire?
  • Will my family be OK without me?
  • How do I reduce my taxes?
  • What’s involved with selling or transferring my business?
  • Is my money properly invested?
  • How do I structure my will to simplify things for my family?
  • How do I plan for my disabled child?
  • Should I incorporate?
  • How do I know what my business is worth?
  • Is a Family Trust right for my situation?
  • How does foreign property ownership impact my estate?

We work collaboratively with our team of professional associates (chartered accountants, corporate, tax and estate lawyers) to quarterback the process from beginning to end.

Contact us today to set up a preliminary consultation.