OUR WEALTH MANAGEMENT PROCESS WILL BRING CLARITY TO YOUR BUSINESS PLANS

We know that your success has not come easily.  The time and effort that you have invested to grow your business has been significant and many smart decisions were critical to your success. Some of the most important decisions you will face going forward involve a range of issues to address various investment, tax, estate and insurance needs. 

Here are some of the questions we help answer:

• What should I do with surplus capital?
• Are there tax-efficient ways to withdraw from my business?
• Should I protect my business from creditors?
• How can I replace my income stream when I retire?
• Does an Individual Pension Plan make sense?
• How can I minimize taxation on the sale of my business?
• How can I preserve capital for my heirs or a favourite charity?
• How can I ensure my legacy?

Through our team of experts, and in consultation with your professional advisors, our wealth management process will bring clarity to your business plans and save you time and effort.