Paul Bar:

(905)709-4914
Lori Coverdale:

(416)898-1578
Ross O’Doherty:

(647)298-6760

 

 

    

Small Business Owners / Entrepreneurs

Special attention is usually required for the Small Business Owner and Entrepreneur. Their time is at a premium, requiring a concise and detailed action plan to successfully complete any financial objective. We develop business relationships with our clients to bring together all aspects of a financial plan. Whether that means creating a team of professionals, such as a lawyer and/or accountant, to service those individual requirements or just a one on one approach, we can provide valuable assistance in any case.

Areas that we can focus and/or assist on:

  • Succession Planning
  • Capital Gains Protection
  • Key Person Protection
  • Shareholder Arrangements
  • Tax-Free Retirement Income
  • Reducing Probate Fees
  • Leveraging
  • RRIF Meltdown
  • Guaranteed Equity Investments
  • Creditor Proof Investing
  • Estate Freezes

 

 

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