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.