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
  • Disability Insurance and Business Overhead Expense Insurance
  • Small Business Payroll RRSP & TFSA Programs
  • Non-Registered Savings Plans
  • Small Business Pension Plans
  • Corporate Owned Life Insurance
  • Tax Exempt Life Insurance Investment
  • Charitable Giving


Payroll Services  –  Human Resources – Benefits Integration – Absence Management – Time Management – Applicant Tracking
Click here to view more information on Payworks.

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 , and you understand how important your employees are to you. Simply put, the right employees can make the difference in the success of your business. Today, top employees demand a comprehensive health insurance plan , this is where we can help.
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