.png){kind=small}
Your
Business
Clear and clever financial strategies to protect and thrive.
Are you a self-employed worker, business owner, or shareholder ?
We have the resources, experience, and knowledge necessary to optimize the growth of your business.
By conducting a business needs analysis, you will have an overview of your finances, which will facilitate the development of your company.
The business plan
Whether your business is starting up, growing, or transitioning, we collaborate with your accountant and other business partners to help simplify the process.
With a comprehensive and integrated analysis across different areas of your life, we allow you to focus on managing and growing your business.
A Global
Vision
The analysis of your business needs will allow for a precise diagnosis to identify areas for improvement and implement the appropriate solutions.
Effective strategies specifically designed to secure the future and growth of your business and legacy.
-
Financial, tax, and estate planning*
-
Succession planning
-
Establishing shareholder agreements
Among shareholders, retirement, key individuals.
*This service is offered through our partner SFL Wealth Management.
-
Protection strategy
-
Executive health plan (EHP)
-
Life, health, disability, critical illness, and general insurance
-
Investment strategy
-
Individual Pension Plan (IPP)
