Mitigating corporate taxes

and financial risk

Corporate Planning

You’ve invested a great deal into making your business successful. What happens to your business should something happen to you? The right plan can protect you.

As a business owner, have you ever wondered how to:

  •  unlock your corporation’s wealth for personal use?
  • build and protect wealth and future personal income?
  • tax-effectively get the value of the assets or excess cash flow out of the business?
  • strategically diversify business assets and take advantage of business enhancement opportunities?
  • fund your shareholders’ agreement?
  • cover overhead expenses or outstanding business loans should you be unable to work?
  • ensure business continuity and protect key employees?

Corporate planning provides solutions.

Personal and Employee Benefits include:

  • Group Life Insurance
  • Accidental Death and Dismemberment insurance
  • Disability/Income Replacement and Critical Illness Insurance
  • Extended Health, Vision, Dental and Travel Care
  • Employee Assistance Plans
  • Individual and Group RRSPs
  • Corporate Insurance inclusive of Buy/Sell funding
  • Business Overhead Protection
  • Key Person/Employee coverage
  • Corporate Asset Transfer Plans
  • Long Term Care protection
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