"Work is bringing value to others and meaning to you"

Your business is your passion. It is where you excel and where you spend the majority of your time.  It forms the largest portion of your net worth and in most cases, the value of your business will determine your retirement plan. We use dedication and innovation to assist in growing and protecting your overall wealth in and outside the business.  

As you focus on what you do best - your business, our team of experts focuses on what we do best - navigating all other facets of your affairs. Our professionals work in tandem with your accountant, so you truly have one team of experts working together for you, including:

  • Retirement Planning 
  • Tax Planning
  • Global Investment Management
  • Risk Identification and Management 
  • Wealth Transition and Estate Planning
  • Business Transition Planning
  • Philanthropic strategies

Ask yourself:

  • Are you aware of further strategies to minimize your personal and corporate taxes?
  • What does retirement look like?
  • Have you considered setting up a personal pension plan?
  • Have you considered alternative investments strategies to be able to withdraw cash / investments from the corporation on a tax-free basis?
  • Are there expenses you are paying personally that could be paid by the corporation, i.e. family health expenses?
  • What is the best strategy to transition the business?  Who will take over?  Who is best qualified to take over the business?  What will the valuation be?

If you wish to discuss any of these or have another question of your own, our team of experts are glad to help.  

For example, if you are a successful business owner, a Personal Pension Plan (PPP) is likely one prudent strategy for you.  Feel free to read more about the PPP - here.