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Creating a financial footprint for businesses

The biggest challenge most business owners face is not knowing where to start with their retirement planning and how their business fits the picture. At the same time, there are significant benefits to begin planning as soon as possible.

That's where we can help. We'll help you with retirement planning from accumulation to withdrawing to support your lifestyle now and in the future.

Starting with your income-earning years, we'll create financial roadmaps to determine how much you need to save to reach your retirement goals and use tax-sheltered vehicles such as RRSPs, TFSAs and life insurance. In retirement, we help you structure and withdraw income from your assets to make sure you have enough after-tax dollars to enjoy your life.

We'll collaborate with your lawyer to ensure that you have key estate planning elements in place, including a Will, Power of Attorney, and Representation Agreement. We'll also work with your accountant to optimize your estate to minimize tax implications and maximize your future wealth.

Together, we'll create a financial footprint for the future of your business plus advantages for the next generation.

Please reach out to us to get started.

Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc. (“Investia”).  Mutual funds and exempt market products are sold exclusively by Representatives who are licensed by provincial regulators and registered with Investia.

Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund/exempt market product investments. Please read the Fund Fact or prospectus carefully before investing. Mutual fund and exempt market product investments are not guaranteed, their values change frequently, and their past performance may not be repeated.

Insurance products are provided through multiple insurance carriers.
Retirement & Estate Planning