How we can support?

In order to have achieved your present level of success, your attention has been focused almost entirely on your enterprise, and so it should have been … that's the way it usually works. However, now it's time to re-examine your overall plan and address any oversights that could end up ruining all your hard work!

Have you considered:

  • The transitioning of your firm to the next generation, or possibly to your key employees?
  • How you will fund your unanimous shareholder's agreement? When one of the following happens; death, disability, critical illness, retirement and the selling of a shareholders stake. Where will the money come from? What impact will that have on the firm, its employees, suppliers, remaining shareholders and the affected shareholders dependants?
  • The use of a family trust to creditor-protect your assets and maintain privacy?
  • Group RRSP and pension plans?
  • Group benefit programs?
  • How you will tax-efficiently remove the retained earnings from your corporation?


If you would like to find out more, or to address your specific concerns in such areas as:

  • Succession strategies and options
  • Maximizing your future income
  • Looking after your family, business partners, shareholders and employees
  • Getting your retained earnings out of your corporation tax efficiently
  • Tax efficiently managing your retained earnings
  • Utilizing someone else's money to minimize the cost of managing your risk

Please reach out to us.

We can help you focus your valuable time on what you do best and enable you to manage your business with confidence. Let's talk…

Managing Your Money Doesn't Have To Be Complicated

We take great pride in seeing our clients spending their time and money doing the things they love. When you have a plan, you can make decisions confidently, knowing that you're living your life intentionally.