Business Owners

85% of business owners are not ready to retire…get sick…or die! (Statistics Canada)  Are you among them?

Perhaps you are one of the 15% who has a plan? If so...the questions to the right will be easy for you to answer. Either way – we’re ready to add our expertise to yours!

IF WE CAN SAVE YOU TENS OF THOUSANDS OF DOLLARS IN TAXES – IS THAT WORTH A MEETING?

For instance - did you know there’s a way to “bullet proof” your company from tax laws, difficult transitions and other situations which can erode the value of your business? Our team’s talents are unique – and so are the services we offer. Think of us as “Quarterbacks” using the necessary team members to suit your needs including: Tax Lawyers, Tax Accountants, CFP, and Insurance Specialists.

FAMILY - FINANCIAL - BUSINESS & SUCCESSION PLANS ARE LIKE PUZZLES…ALL OF THE PIECES HAVE TO FIT!

CAN BE A “KEY” ELEMENT – BRINGING ALL THE PIECES TOGETHER!

If these questions have piqued your interest, please give the office a call at (1-705-739-8802) and we’ll be happy to arrange a meeting.

  • Your CDA (Capital Dividend Account) is there to help you…are you letting it?
  • Do you have a blood will?
  • Who’s doing what in terms of your Business, power of attorney etc.?
  • Are you taking advantage of every tax efficiency?
  • If you have a plan – how is it to be implemented?
  • Regarding your liquidity, what happens if you get sick or run into financial difficulty?
  • How is your buy/sell agreement structured and is it properly funded? (most are not!)
  • Did you know cottages are treated different than primary residences?
  • Are family members or “key man” part of your succession plan?
  • What are your investment policies?