We can assess the business owner's risk exposure and recommend appropriate risk management strategies, such as insurance coverage for key person insurance, buy-sell coverage, debt protection, to protect the business and personal assets.

We can offer investment advice tailored to the business owner's risk tolerance, financial goals, and time horizon. We can help choose suitable investment options within the business owner's corporation, considering the tax consequences of each.

We help the business owner optimize their tax strategy by taking advantage of tax deductions, and opportunities available to incorporated businesses in Canada. We also provide guidance on tax-efficient ways to structure compensation, dividends, and retirement savings.

Planning for retirement is crucial for business owners, and we can help create a retirement savings strategy that considers both personal and corporate retirement savings options. We can also assist in developing a succession plan that maximizes value, minimizes tax implications, and ensures a smooth transition.