Financial Planning is a complex matter and for professionals and business owners with corporate assets, a deeper level of investment, tax and estate planning knowledge is required. As an example we need to ensure you have sufficient insurance to cover future tax & estate liabilities and secondary wills for the shares of private companies. It is important to ensure you are working with a financial advisor who has experience and knowledge, as well as a team of wealth experts to support your family’s finances. I have decades of experience in the industry and excellent support within BMO Nesbitt Burns including CPA’s and in house Estate Lawyers to help us create and execute your plan
Many of Angela's clients are busness owners and will need support when it's time to sell or transition the business. With a Certified Business Valuator as part of her team, Angela is able to assist with establishing a fair market value and fund the next phase of life in retierment with tax efficient and dividend focused investment portfolios.
Book your appointment today by calling (905)-681-6031 or by email angela.galergrist@nbpcd.com