Solution Categories: Contingency Planning

Be prepared for life’s curveballs.

When you own a business, there are a million and one different situations you need to plan for. We don’t just help you with a Plan B; we’ll help you from Plan A all the way through to Plan Z. With The Advisor Guide, you get a comprehensive strategy to mitigate all aspects of risk.

Bring clarity to contingency planning.

When you own a business, there are a million and one different situations you need to plan for. We don’t just help you with a Plan B; we’ll help you from Plan A all the way through to Plan Z. With The Advisor Guide, you get a comprehensive strategy to mitigate all aspects of risk.

Bringing clarity with contingency planning.

For new and startup business owners and even established ones, it can feel like everything will fall apart if you’re not there tomorrow. Having a clear and carefully crafted contingency plan including a key person analysis can mitigate risk and create clarity for you, your company, and your shareholders. At The Advisor Guide, we can help you develop sound contingency plans that ensure the strength of your business no matter what.

Across the board risk management.

When you own a business, we know that questions keep you awake at night. Are you prepared for hard or unexpected times? Is your money locked up? What happens if you get hit with a major lawsuit? How will your company function without you? We can help you answer these questions with a comprehensive strategy to mitigate all aspects of risk. With The Advisor Guide, you can rest easy.

Set yourself up with an ironclad wealth transfer plan.

When you are planning to transfer your wealth, there can be any number of hiccups along the way. By considering all available options and setting up a highly structured and detailed plan, you can breathe easy knowing that the wealth you have spent your life building will serve those you love and care about.

Let your money continue to support your lifestyle

One of the keys to building wealth is generating income from many different sources. Passive income lets you make money with low effort. Not sure where to start? Looking to get more out of your current passive income streams? Whether you want to start small or improve your current strategies, let us help you figure out the best plan.

Reach your goals while maintaining your lifestyle.

When you’re spending your wealth, which source of money do you tap into first? RRSP? Non-registered account? Matured life policy? There’s an order of consumption that we recommend that helps you save on tax and get the most out of your savings. We bring clarity and strategy to map out a plan that works for you in a sea of confusing options.