Archives: Solutions

Across the board risk management.

Any entrepreneur knows that opportunity necessitates risk and that risk is multifaceted. We’ll look at the risk aspects of your business and help you put in place strategies to minimize them. Risk management is one of the cornerstones of sound financial planning, and it’s a large part of what we do for our clients.

Make informed decisions with advice you can trust.

We know that running a business, planning for the future, and making decisions can involve a lot of moving pieces. We connect you with the right professionals and top experts to give you all the information and advice you need to make informed decisions. It’s a holistic, comprehensive, and collaborative approach to help you achieve your financial goals.

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.

Learn the ins and outs of tax planning.

We live in a country with a complex tax code. Are you investing in tax-efficient vehicles? Are you extracting cash from your business efficiently? Whether you need corporate tax planning assistance or personal tax planning expertise, we’ll walk you through all available options so that you can make a decision knowing you have considered all the pieces.

There are more ways to give back than just donations.

Donating your time and effort can be a great way to give back to your community and pay forward the advice and help you received throughout your career. We serve as a sounding board for advice and guidance on various mentoring and volunteering opportunities. There are many ways to give back!

Earn more than good karma.

Whether it’s gifting shares of your company to a charity or donating a lump sum from a policy to secure tax relief on an estate, there are options available to someone looking for an opportunity to do some good and get something back in return.

Practice thoughtful giving.

Giving to a good cause is undoubtedly a noble undertaking for any family. What you might not know is that it’s also beneficial to you. As Canadians, we benefit from one of the most generous tax regimes for charitable giving worldwide. Understand the options, trade-offs, and benefits of various philanthropic arrangements, including creating a Charitable Foundation and how they impact your unique situation.

Prepare for the future of your business with efficient structures.

Although you may have set up your business a certain way, there can be many benefits to restructuring or adjusting your corporate structure. We help you find out whether or not your corporate structure is tax-effective and suggest strategies that minimize your costs, avoid legal liability, and protect yourself and your assets.

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.