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:
Get to know you, learn what drives you and your family, and hold you accountable to your goals
Educate our clients on the available strategies (and alternatives) to allow them to make their own sound financial decisions.
Create a plan, a roadmap, for us to follow to know if you’re on track or not
Work in partnership with your other professional advisors - tax specialists, accountants, lawyers, bankers, etc.
Provide the financial products and services necessary to implement your plan and the chosen strategies.
We will help you 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
Personal family protection (income protection for your family)
Buy Sell Agreement Funding
Key Man Insurance
Corporate Asset Transfers
Legacy creation and terminal tax funding
Income Protection - Injury and sickness coverage (disability insurance)
Group/Employee Benefits
Health Spending Accounts (HSA)
Group/Employee Savings Plans: 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.
