Our Wealth Planning Services
Business Succession Planning
When time comes for retirement of the owners of a small or medium sized business your planning can affect the seamless transition and continued success.
It is this very planning that was once solely focused on its growth and development must also now fund needed retirement income and ownership changes for the next generation. The continuous bridge planning process can many times be the difference in the success of this transition and leave more capital in your pockets and not that of Revenue Canada. Having a well thought out road map can ease the transition for a less stressful and more successful golden years.
Estate Planning & Tax Planning
A well thought estate plan is critical in protecting your wealth. A smooth and efficient transfer of assets can be a challenge if you are not prepared.
The Continuous Bridge process can help reduce taxation, preserve estate assets, create a legacy and protect your family when you are gone or no longer able. Your decisions and priorities can be changed at anytime but having something in place is better than leaving decisions to others.
Risk & Tax Planning
While in your peak earning years proper risk planning is essential in protecting your greatest asset…YOU!
There are numerous risk strategies that can be implemented in advance that can both protect your assets from an unforeseen event and allow for tax mitigation at the same time.
Investment Solutions
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