Business owners, particularly those nearing retirement or a business transition, have very specific wealth management needs. Not only have you risked much in pursuing your endeavours, but much of your wealth is likely inside your corporation. We have solutions for structuring your business in a tax efficient manner, as well as, in-house specialists that can advise on selling/transitioning your business when the time comes.
As a business owner, we can assist you with:
Articles of Interest: Insurance Considerations for Business Owners & Incorporated Professionals Preparing for the Next Generation to Take Over the Family Business Who will buy my business? IPPs - A Retirement Savings Option for Business Owners