Business Owners
As a business owner, your success is driven through the ability to implement great strategic decisions at all faces of business cycle. In similar fashion, decisions taken for your personal financial health are key in conserving your wealth, income and lifestyle. By proactively planning for retirement, transition of your business and preservation and transfer of your estate will define your retirement lifestyle as desired.
We help you preserve and maximize returns from your surplus business cash by relieving the worry and stress of managing your finances and let you focus on what you do best, running your business.
Our team advises on effective retirement saving and insurance strategies to protect and safeguard your assets from creditors. Wether you're eyeing an exit or just launched your business, we're fully committed to help drive your success. Our team of experts has years of experience supporting business owners like yourself.
Some of the strategies we can help you with include:
- Business Transition Planning learn more.....
- Individual Pension Plans(IPP) learn more....
- Investment Management learn more....
- Retirement Planning learn more....
- Disability and Life Insurance planning learn more...
- Estate planning learn more....
- Buy/Sell Agreements learn more...
- Shareholders Agreements learn more...
