Long-term planning
Your finances are more than just bookkeeping and tax planning.
Our Team of Chartered Professional Accountants works closely with our clients to ensure that they have a clear and effective plan to help them navigate the complexities of their financial life and reach their goals.
We work with you and many collaborators to help you meet your goals in these areas:
Financial Planning
Working with a financial planner can give you certainty about where your financial health is currently, and where you need to be in the future. Creating an ongoing and
Insurance
As an entrepreneur you already know about risk. Ensuring that you have mitigated that risk by acquiring the proper insurance will protect you and protect your family. Life, disability, critical illness, or whole life policies are important tools that the entrepreneur can use to protect themselves and their team.
Wealth Management
Determining a strategy that puts your money to work for you, while mitigating your risk will help you create the wealth you need to retire.
Estate Planning
Assessing your wills and succession plan is a critical area of ensuring you can exit your business and have a plan to both minimize income tax should that occur, or protect your family should something happen. Determining your goals and how you wish your estate to be handled after your death can save your family unnecessary stress and potentially financial hardship.
Benefits
Ensuring you and your team of employees have the right benefit program to ensure you are all covered when something comes up.
Wills
Going through the loss of a loved one is a traumatic and stressful event. Doing so when that loved one doesn’t have a will creates exponential stress and complexity. Ensuring you have a good will that looks after all of your affairs is a vital need.
Corporate Legal Matters
Ensuring you have all of your corporate documents and legal matters are in order is imperative for an easy transition when you eventually exit your business. We collaborate with many legal offices in the city to ensure that you are taken care of.
Helping you navigate the twists, turns, and switchbacks of your financial life.
I'm working hard every year, but I am still worried about when, or if, I will ever be able to retire.
I've been running my business for years and don't know how I can ever get out?
I don't currently have an up to date will and am worried what would happen to my family if something were to happen to me.
I don’t’ understand how all of the parts of my estate tie together today and in the future – from estate planning to tax minimization.
No matter what phase of the journey you are on - we are happy to help.
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