When you’re busy growing your business, you’ll need support.
A strong advisory team helps business owners make informed decisions, helping in mitigating risk with shared experience, know-how and connections. We have worked with a diverse range of businesses, and have the knowledge and experience to help support you as you grow. We often work together with our small and mid-sized business clients’ advisory team to ensure success. In fact, that’s usually the most successful process: when all advisors come together as a team to counsel on the strategies that make the most sense, and will move you forward.
A few things to think about:
- Have you considered all the ways in which you could enhance the creditor protection of your finances?
- Is the ownership structure of your business and estate giving you the opportunity to mitigate taxes?
- Are you maximizing the tax-efficiency of your investment portfolio?
- Have you planned well for the unexpected? Have you considered a contingency plan for disability or premature death?
- How do you know if your group insurance plan is representing good value for your growing business?
Where we help is in:
- Growth planning
- Succession planning
- Exit strategies
- Cash flow management
- Asset management
- Employee Benefits
… or when you simply need a sounding board
Give us a call at 905-750-0032 today to set up a preliminary discovery meeting.