BUSINESS OWNERS

As fellow business owners, we understand your needs and are here to help.  Whether you are just starting out or have an established business, we can help you maintain your lifestyle now and throughout your retirement.

Building wealth goes beyond running a strong balance sheet and showing profits each year.  We’ll work with you to ensure your business structure:

  • Is flexible enough to accommodate changing objectives and family dynamics.

  • Maximizes the after-tax dollars on a future sale or reduces the tax cost of a transition to the next generation.

  • Allows for the tax-efficient accumulation of non-business investments to generate income long after you have moved on from your life as a business owner.

 

PROFESSIONALS

By bringing together an integrated team of tax accountants and lawyers to identify and optimize tax-saving opportunities, we can:   

  • Reducing your taxes by taking advantage of retirement, health savings, and educational savings accounts while still putting money aside for your and your family’s current and future use.

  • Protect your most valuable asset, which is the income generating potential you have acquired through years of training and experience.

  • Ensure that your corporate structures maximize wealth accumulation now and tax efficient income in retirement.

 

AGRICULTURE & FARMING FAMILIES

Many of our team members come from farming families, and we deeply understand the unique needs of the farming and agricultural sector.  We’ve served a range of clients from farm owners to large agri-business companies as well as producers and processors.

With a comprehensive wealth management strategy, our team can help you navigate and plan for needs that may include:

  • Economic and fiscal factors such as changing government policy, global competition, difficulty in accessing capital, and price volatility.

  • Family dynamics and succession planning

  • Life and business insurance structuring

  • Incorporation

 

RETIREES

You have spent your working life accumulating wealth. Now you are getting ready to move to the next phase, which will involve a fundamental change in how you view and manage your wealth. 

 

We can help you address several realities:

  • Canadians are living longer than ever – many into their 90’s – increasing the risk that you may outlive your money, making the task to maintain your lifestyle more difficult.

  • The timing, or sequence of returns throughout your retirement can have a significant impact on the success of your planning.

  • Strategies for reducing your tax bill over time will make your money last longer.

  • Your ability to leave a legacy depends on a well-thought-out plan.

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