When was the last time you reviewed your concerns as a business owner, manager and employer? Most business owners are so busy focusing on the issues at hand, they don't take the time to properly prepare for tomorrow.
Our goals are to:
Educate our clients on the available strategies (and alternatives) to allow them to make their own sound financial decisions.
Work in partnership with our clients other professional advisors - tax specialists, accountants, lawyers, bankers, etc.
Provide the financial products and services necessary to implement the chosen strategies.
Our Focus: To protect (preserve) what you've built and to assist with your future growth.
Protect. This involves a combination of related insurance products together with structural components. It also includes specially designed wills, powers of attorney etc., reflecting any structural changes that have been undertaken.
Life Insurance
Buy Sell Agreement Funding
Key Man Insurance
Corporate Asset Transfers
Disability Insurance
Group Benefits
PHSP (Private Health Service Program) / HSA (Health Spending Account)
Group RSP/Pension/DPSP
Growth. Your business is your wealth engine and cash flow is the lifeblood of any business. We're here to help you make the best financial choices for your business.
