Business Owners
Owning your own business presents an assortment of challenges and opportunities. You are growing one of your most significant assets and would like to take advantage of any available tax efficiencies - now, and once you retire.
Risk management strategies become even more critical if an entire business is based around you. And you're likely on the lookout for cost-effective incentives to attract and retain your key employees.
Planning for the eventual sale of your business and converting that asset into a lifelong income requires years of prior planning. It's never too early to discuss your succession plan.
Risk management strategies become even more critical if an entire business is based around you. And you're likely on the lookout for cost-effective incentives to attract and retain your key employees.
Planning for the eventual sale of your business and converting that asset into a lifelong income requires years of prior planning. It's never too early to discuss your succession plan.
- Determine if your business is a sellable asset, or a job from which you can't be fired
- Project retirement lifestyle and income needs
- Review corporate structure to uncover tax planning opportunities
- Provide executive-style insurance plans to retain or attract key employees
- Grow retained earnings with favourable tax treatment
- Convert your business asset into a tax-efficient income stream to support your retirement lifestyle for 30 years or more
- Build/monitor/update your investment portfolio
- Transfer your business to the next generation in a tax-efficient manner
- Increase your peace of mind regarding your family’s long-term financial well-being.
