Corporate Planning

Financial Planning and Risk Management

Financial Planning and Risk Management is different for your business.

What will happen to your business if you are disabled or die? Will there be enough money in the business to survive your absence? How will your household expenses be supported? What should you do with the excess money in your business? How can you access that money in a tax efficient way?

Drawing on our many years of experience, we will become a trusted business partner to assist in these complex areas.

Estate and Succession Planning

Your Estate and Succession Planning deserves careful attention. We have advanced expertise in helping business owners plan for how to use the proceeds of their business – whether that be income, dividend, or its sale. Few other firms in the country work at this level to protect what you have worked so hard for. It’s an important focal point for our firm.

Your business is taxed. Then it’s taxed again. And then it gets taxed one more time before you get any of it. And how you use that will be taxed. This all means that the way in which you structure your company(ies) is critical to getting the most out of your business.

We’ve helped business owners make some small (but smart!) changes that had a big difference, and make some massive changes that had incredible impacts. Working alongside your lawyer, accountant and other professional advisors, we want to make sure you protect what you’ve built.

Employee Benefits and Pensions

View Benefits and Pensions

The Right Way To Rethink Your Wealth

Regardless of your situation, allow us the opportunity to guide you in the growth of your business. We will provide you with a simple, cost effective solution that fits your business.

Let us show you how