Business owners have access to a lot of financial tools that employees don’t have access to. This is a great advantage, however it can be overwhelming. A financial plan can relieve this.

Retirement planning can be a complex process for us all, but if you are the owner of a business it may can get even more complicated, due to the various factors and circumstances that you have to take into consideration. We can create a plan that makes sense for your retirement.

We work with business owners and accountants to properly plan for a smooth and tax efficient transition to their heirs. Estate planning for business owners deals with both personal and business assets.

A succession plan is the process of the transfer of ownership, management and interest of a business.  A succession plan is required through the survival, growth and maturity stage of a business.

Health benefits make smart business sense because they can help retain key, loyal employees and attract new talent.

Working at an organization that offers a pension plan is one of the greatest financial advantages a Canadian can enjoy. Pension plans are designed to provide retirement income and help employees reach their retirement goals. For business owners pensions can help retain key employees.

A growing trend with businesses is to adopt a tax efficient health spending account for business owners and their employees.

Business owners understand that assets vital to the success of the enterprise should be insured. Many business owners should consider the impact on their business should a key employee suffer from a disability, critical illness or premature death unexpectedly.

Business owners understand that assets vital to the success of the enterprise should be insured. Business owners should consider the impact on their business should a business partner suffer from a disability, critical illness or premature death unexpectedly.