Financial Planning For Business Owners

Did You Know?

Households who stopped using an advisor lost, on average, 34.2% of their assets while those working with advisors saw assets increase by 26%.*

For Business Owners

We want to make sure the following tactics are fulfilled:

• Allow desired/specific assets to transfer from one generation to the next, in the most cost-effective and tax-effective way.
• Allow your family to maintain the same standard of living now and in the future.
• Create an investment that allows corporate dollars to grow in a tax free environment.
• Use tax free dollars to cover future estate taxes.
• Create liquidity for your business today and in the future.

As an example, we will help guide you through various types of life insurance policies that best fits your financial needs. Below are some different policies to consider:

• Private wealth management (transparent fee-based asset management)
• Estate freezes and share restructure
• Corporate reorganization or structural change

Whatever stage you are in your financial planning, we will help you achieve the best results for your future.

*Centre for Interuniveristy Research and Analysis of Organizations (CIRANO), ‘The Gamma Factor and the Value of Financial Advice, 2016’.