Financial planning for business owners

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There is no no better feeling knowing that all the years of dedication, sacrifice and hard work have paid off.

Now that you have established your business and your reputation for quality work, you have to start thinking about your long-term financial goals.

Some typical life situations that can potentially benefit from a comprehensive financial plan:

man in construction hat with crossed arms.

Robert, Owner of manufacturing company

"Have I protected my business assets against the unexpected?"

Dr. Smith, Professional practice

"Is there a better retirement strategy than investing in RRSPs?"

Woman behind the counter in a coffee shop.

Jennifer, Business owner

"Will I have adequate income in retirement after I sell my business?"

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The Clowes Investment Group has an experienced team of professionals, to help you balance your concerns, and plan for your financial future and the future of your business.

Retirement planning strategies for business owners
Protecting yourself against the unexpected
Business transition planning
Corporate Philanthropy
Advantages to incorporating your business

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.

CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.