Archives: Solutions

We’re the sounding board for your business decisions.

Sometimes, you just need a second set of eyes. We go through every aspect of your business, bring in successful business owners as advisors, and help identify areas of risk so you answer questions like “Why should I spend this money now?” or “How should I structure my business for the future?” We arm you with the confidence to get the most from your success.

We pair you with financing that best fits your business.

When raising capital for businesses, we help companies and individuals assess their financing needs. Whether choosing between equity financing or debt financing, we help simplify the complexity by laying out the pros and cons and empowering you with the proper knowledge to make the right decision.

Proactive legal documents that ensure financial security.

One of the most important financial documents you can sign is a business will or a secondary will that protects your assets from probate fees. It’s also important that your business have ironclad shareholder agreements that prepare you and your business partners for the worst. When thoughtfully executed, these strategies can help your business save money, reduce risks, and continue operating smoothly, even in the worst of circumstances.

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.

Find significant wealth through efficient tax planning

We live in a country with a highly complex tax code. For an incorporated company, this presents a whole array of opportunities for savings. Are you investing in tax-efficient vehicles? Are you extracting cash from your business efficiently? We’ve found that our client’s tax savings are often more significant than returns on even the best investments in answering these questions.

Motivating your investment outlook.

Investment goals can take multiple trajectories depending on age, income, and lifestyle, but they don’t have to remain as moving targets. With sound planning that takes contingencies and roadblocks into account, our investment planners ensure you’ve got more than an umbrella saved up for the rainy day. Whether you start big or start small, it’s important to start now.

Grow your portfolio and improve your returns.

Our expert advisors do the math, so you don’t have to break a sweat over analytics. With sound financial literacy that prepares you for a peaceful future, we help you maximize your returns with investment strategies, sensible advice, tax planning, and preparation.

Find the right way to invest and grow your wealth.

A good portfolio is a diverse one. Holding a variety of investment vehicles and a portfolio made of different types of assets can help you yield higher returns in the long term. Whatever is your spectrum of risk, we help pair you with a plan that works best for you.

Save on your investments with efficient tax planning.

You may have a keen eye for the stock market or a nose for the best investments, but it’s all for naught if you don’t plan correctly to save tax. Invest personally in a TFSA or RRSP, or through corporate strategies? We can help you answer these questions and more, and in doing so, we’ve found that our client’s tax savings are often more significant than returns on even the best investments.