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.