Small business owners face a unique set of challenges where the lines are often blurred between business requirements and personal financial goals. Unfortunately, many owners are too busy running their business to worry about personal financial planning. The following are some issues that we will discuss with business owners: Employee Group RRSP -pre-tax deductions directly contributed into a RRSP Employee Group Benefits -medical, dental, disability, life Insurance Financial Planning -payment of salary vs dividends -retirement savings Tax Planning -incorporation -income splitting with family members -capital gains exemption -charitable donations -partnership or Shareholder agreements Estate Planning -will and probate planning -business succession planning -sale of the business -estate freezes Insurance Planning -insurance needs assessment -structuring a policy
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Insurance products and services are provided through Assante Estate and Insurance Services