Whether you are in the start up phase of your new business, planning the expansion of your exisiting business, or looking to transition out of your 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.  We can help you navigate each stage and ensure you strike the balance between business and personal needs.

With real life scenarios as our 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.

How We 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 with family members
  • Tax planning
  • Tax-efficient investing with Corporate Class
  • Compensation planning
  • Utilizing trusts in your estate plan
  • Advantages of a family trust
  • Retirement planning

Insurance products and services are provided through Assante Estate and Insurance Services Inc.