Fit With Entrepreneurs

Whether you are in the start up phase of your new business or planning the expansion of your exisiting business, there are challenges which place a strain on your time and resources.  Whatever stage your business is at, your success has created a level of financial complexity.  My team and I can help you navigate each stage and ensure you strike the balance between business and personal needs.

DOWNLOAD A SAMPLE FINANCIAL PLAN FOR ENTREPRENEURS

From working with other entrepreneur clients, I am able to share my experiences and learn from their experiences to the benefit of all of my clients. With real life scenarios as my foundation and an understanding of your unique family dynamics, we are able to provide sound financial planning and guidance to create the right balance between reinvestment in the business, compensation of owners, minimizing taxes and asset acquisition.

Not unlike many young entrepreneurs, my partner and I were not always qualified on every aspect of running the show. We had heart, vision and drive but not a lot of background in financial investing, life insurance and other "invisible elements" of running a successful business. This is where Chris Ball and his team came to our aid. Chris has been an enthusiastic and extremely supportive ally to Two if By Sea. It was very clear from the get go that Chris understood our vision and goals and is there in his entirety for us along the way. This is a slow build and Chris has been with us, cheering us on, all the way. He's been a true and trusted ally!

— Owners, Two If By Sea Cafe
Halifax, NS

How I Can Help

Through your hard work and dedication you have established a successful business. You are now at the stage where you need a holistic approach to managing your wealth. We have had a dramatic positive impact with entrepreneurs in the following areas:

  • Incorporating your business
  • Managing risk with key person insurance, life insurance, health, critical illness and long term care insurance
  • Employee benefits like health spending accounts
  • Income splitting through a trust
  • Tax planning 
  • Tax-efficient investing with Corporate Class
  • Compensation planning
  • Utilizing trusts in your estate plan
  • Advantages of a family trust
  • Retirement planning

Client Centric Process

Our clients are at the core of everything we do. My team from our Wealth Planning Group and I take a client centric approach in managing our clients wealth. We develop a comprehensive wealth plan unique to each client’s situation and work collaboratively with our client’s existing professional advisors to implement and monitor this plan. This is a unique process that allows for open, honest communication between all parties which delivers optimal results for our clients.