SERVICES
Financial Strategies
for Business Owners
We work with our clients to ensure they:
Have a diversified net worth and consistent income setting them up for a comfortable retirement and life after business.
Own a profitable, scalable, and sellable business that increases in value over time.
Make sound financial decisions that allow them to spend their time on what they value in life.
Approach Services
Tax Saving Pension
Plans for Owners
Set yourself up for a government-quality pension without having to work for the government!
Who this is for:
Business owners of an incorporated company, including incorporated professionals or executives
Age 40 and over
Ideally earning $100,000+ (plans can be established for lower earners)
Exit & Succession
Planning
Every owner exits eventually. Increase business value & prepare for sale or passing to the next generation. Our approach is centred on readiness. Our goal is to have you prepared in these 3 areas:
We look at what’s important to you first, so that we can build a plan tailored to your specific needs.
Ideal lifestyle
Personal interests
Purpose
Values & fulfilment
Philanthropy
Total Wealth
Management
Comprehensive Wealth Management Managing Wealth is More Than Managing Money.
Wealth Management Tailored to Your Unique Needs
Wealth management is about organizing your financial life around your personal & family values. Our structured approach encompasses all seven areas of your financial life, ensuring your beliefs, fears, and aspirations are aligned with your financial goals.
Our Partners
Your first step is a free consultation call to see if we’re a good fit to work together. Click the button to set up a time I’m looking forward to meeting you!