Insurance for Business Owners

There are many financial considerations that business owners face.

Questions we often are asked are:

Do you incorporate or not?
Do you pay yourself with salary or dividends?
What options are there for retirement savings or benefits for employees?
What options are there for retirement savings for business owners?
Should I have a holding company?
Where do I hold my investments? Personally or corporately?
When I am ready to retire, how do I sell my business?

We have solutions for business owners:

Benefit packages for employees
Health spending accounts
Group RRSP accounts
Insurance for business owners & Key employees
Profit Sharing Plans
Individual Pension Plans

Each business owner is unique and the answer depends on many factors. What works for one company may not be the best option for another.

As business owners ourselves, we understand the needs of business owners and will help navigate the options available. When appropriate we will work with your professional team, your lawyer and accountant, to make sure recommended strategies align.

Contact us today for a business plan review.

WE CAN HELP

Protecting Your Family

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Your Investments

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Your Legacy

You have worked all your life and saved for…

Your Retirement

After years of living the “rat race”, you are looking…

Your Child’s Education

First you were putting on their diapers. Then you…

Millions of Canadians are without adequate insurance.

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