Business Planning

boardroom with laptop and papers

Business Financial Planning

Plan for a good night’s sleep

Whether you’re just starting up, going through a growth stage, or getting ready to retire, a financial advisor is an important person to have on your team. Like a quarterback, your advisor co-ordinates all the players involved: lawyers, tax accountants, bankers and investors; and makes sure everyone is on the same page, so that your interests remain paramount in the decision-making process.

As a responsible business owner, it’s important to plan and prepare wisely. We can help you identify risks and put strategies in place to aim for long-term success and survival through crises. Risk Management protects your business when dealing with the death or disability of a shareholder or other key member.

Closely tied to managing risk is Planning. This service is designed to help give you peace of mind about retiring gracefully. We’ll work together to ensure that when the time comes for you to transfer ownership of your business, the process is as smooth as possible.

We also provide consultation to support the ongoing success of your business. Talk to us about a human resources strategy to help you retain and reward valuable workers with tax-favoured employee benefits such as: Medical and Dental Plans, Pensions, Group RSP’s and Deferred Profit Sharing Plans.

Some of the main areas in which we can advise and assist you include the following:

  • Employee benefits consulting
  • Insurance & risk management
  • Tax Strategies