Playing with your children. Skiing on the slopes. Enjoying your life.

Wouldn’t you rather be doing these instead of spending hours planning your finances?

Crafted Financial Advice for Business Owners

We can help you determine where you are today financially and where you want to go. We can provide you guidance on how to reach your short, medium and long-term financial goals.

Why work with us?

  • Worry less about money and gain control.
  • Organize your finances.
  • Prioritize your goals.
  • Focus on the big picture.
  • Save money to reach your goals.

What can we help you with?

  • Cash Management – Savings and Debt
  • Tax Planning
  • Investments
  • Insurance Planning
  • Health Insurance
  • Estate Planning


Investment Planning for Business Owners

Wondering when you can retire?

Retirement planning can be a complex process for us all, but if you are a business owner it can get even more complicated.  A common mistake made by business owners is reinvesting extra money to grow their business, at the expense of putting it aside to save for their retirement.

One of the key ideas is the consideration of both your business and your personal finances and how to structure and integrate the two in order to create a robust retirement financial strategy.

We’ll evaluate different investment vehicles including:

  • Registered Retirement Savings Plan (RRSP)
  • Tax-Free Savings Account (TFSA)
  • Non- Registered Investments
  • Company Pension Plan

We create a tailored investment plan that meets your goals.

Gain financial security when working with us.



Insurance Planning for Business Owners

For business owners, making sure their business is financially protected can be overwhelming. Business owners face a unique set of challenges when it comes to managing risk. Insurance can play an important role when it comes to reducing the financial impact on your business in the case of uncontrollable events such as disability, critical illness or loss of a key shareholder or employee.

Areas of insurance:
  • Health
  • Disability
  • Critical Illness
  • Life
  • Group Health Benefits
  • Business Overhead Expense
  • Key Person
  • Buy-Sell
  • Succession

Insurance can also be utilized for tax sheltering and investment purposes.


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