Small Business Financial Strategies and Business Planning

Services Available: For Small Business Owners

  • Executive compensation planning
  • Buy-sell funding / Shareholder Agreement Funding Strategies
  • Collateral/Key Person Insurance
  • Tax strategies / solutions / leverage
  • Disability Insurance and Business Overhead Expense Insurance
  • Payroll RRSP Program
  • Individual Pension Plans
  • Non-Registered Savings Plans
  • Employee Share Ownership Program
  • Deferred Profit Sharing Plan

Business Planning:

  • Facilitate, in conjunction with your existing professional advisors and our tax and estate planning team, a comprehensive program specific to individual, family, and business objectives.

Employee Benefits:

  • As the owner of a small business, You control your plan by choosing from current, sustainable benefit options. You choose your levels of coverage from basic to comprehensive. You have access to affordable, flexible insurance options; fast, accurate claim payments; outstanding service and support; and easy administration.

Leverage Disclaimer:

Using borrowed money to finance the purchase of securities involves greater risk than a purchase using cash resources only. If you borrow money to purchase securities, your responsibility to repay the loan and pay interest as required by its terms remains the same even if the value of the securities purchased declines.

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