To better meet the additional needs of our business owners and executive clients, we are uniquely positioned, either directly or through our extensive network of professionals, to offer comprehensive solutions that address the following key issues:

 

Strategic Tax-Conscious Investing

• Tax Planning: Creating investment strategies that minimize tax liabilities and enhance after-tax returns.
• Investment Solutions: Offering tailored investment options that align with tax optimization goals and long-term financial objectives.

 

Individual Pension Plans (IPP)

• IPP Design and Implementation: Designing and managing individual pension plans to provide substantial retirement benefits and optimize tax advantages.
• Plan Administration: Handling the administrative aspects of IPPs, including compliance and regulatory requirements.

 

Business Succession & Transition Planning

• Succession Planning: Creating strategies to ensure a smooth transition of leadership and ownership within the business.

 

Selling Your Business

• Exit Strategy: Developing and implementing a strategy for selling your business, including valuation, preparation, and negotiation.
• Transaction Management: Guiding you through the sale process, from finding potential buyers to closing the deal.

 

Private & Commercial Banking

• Private Banking Services: Providing personalized banking solutions for individuals, including high-net-worth clients, to manage banking needs with white glove service
• Commercial Banking Solutions: Offering business banking services to support operational needs, financing, and growth objectives.

 

Family Trust Services

• Trust Formation and Administration: Assisting with the establishment and management of family trusts to achieve estate planning goals and ensure proper asset distribution.
• Trust Structuring: Advising on the most effective trust structures for tax efficiency, asset protection, and succession planning.
• Trustee Services: Providing professional trustee services to manage and oversee trust assets in accordance with the trust’s objectives and legal requirements.