Business
We offer a complete range of business planning services, and have access to some of the top minds in Canada in areas such as:
- Business Succession Planning
- Shareholders’ Agreements funding
- Debt underpinning
- Business Value Crystallization and Securitization
- Employee Benefits consulting
- Tax planning
- Individual Pension Plans (IPP)
- Retirement Compensation Arrangements (RCA)
With well over two decades of market knowledge and widely accepted practices, we create, customize and implement leading edge financial concepts for our individual and business clients that are very tax-centric. We offer a wide range of products to meet your personal and business needs.
Understanding that your business needs are inextricably tied to your personal plans we realize that it’s important for you to understand how all the pieces fit together in order to effectively leverage things to your advantage. Therefore, our focus is on planning, because without it we would just be selling products. We want to ensure that our recommendations fit your requirements, and take into account the big picture. We take great pains to build as much flexibility as possible into our solutions, realizing that your situation and goals will change over time.
Our planning process is clearly defined - using Process FirstTM -- a multi-layered risk management system that uses a proven process and delivers concrete results. It is focused on the special needs of business owners and as an added benefit, can incorporate the needs of partners and family members. We have also developed a highly successful and mutually beneficial relationship with the PPI Financial Group, a seasoned group of succession planning professionals, regarded as "best in class" within Canada. Beyond this, PPI also provides business consulting, legal and actuarial support.
The Process First multi-layered approach
- Creating and executing succession plan
- Protecting your ability to earn an income.
- Protecting the assets you have worked so hard to acquire.