Financial Planning - Managing Your Business

Starting your own company is a challenging and risky business, but can also be very rewarding. And while everyone must address retirement, tax minimization and insurance coverage, as a business owner you have unique needs requiring special attention and care.

One of your primary goals while managing your business is likely saving tax. From annual tax filing to complicated tax planning, we will incorporate the latest tax-saving strategies into your plan. We will focus on your current income structure, eligible tax credits, capital gains timing and available investment planning options to improve your long-term financial situation.

It also makes good business sense to protect your greatest assets – your business assets, your employees, a key business partner, your family, yourself and your ability to generate an income for your business. Let us help you understand your needs and build a plan that minimizes your exposure to both business and personal risk.

When it comes to attracting and retaining the best talent, offering a competitive benefits package – group insurance, group RRSP, group TFSA – can give you an advantage. As an entrepreneur, you are continually pulled in multiple directions, so it’s important to have talented and experienced employees you can rely on to help make your business a success.

And finally, no matter when you plan on winding down your involvement in the business, it’s never too early to think about what your income will be once you move on to the next chapter in your life. Now is the time to review your goals and the potential tax-effective choices that will impact your succession plan. We can help you unlock the value in your business so you can enjoy the retirement you deserve.