- Live well in retirement
- Retirement checklist
- Optimize your business
- Business planning
- Business owners guide
- Simplify complex financial affairs
- How to select your financial advisor
- Family wealth management guide
- Create your family legacy
- Estate and wealth protection
Business Owners - Helping You Create, Protect and Transform your Business Wealth
This is where the Kilgannon team can really make a difference. Jay, along with their team of RBC DS specialists, have been advising business families all their careers. They offer integrated wealth management strategies to coordinate your wealth. We work with your team of advisors in a multi disciplinarian approach to answer questions like 'how much do I need to retire?' and 'How do we unlock the full value of our company?'
Jay furthered his knowledge in this complicated and paradox filled area of expertise by completing his Family Enterprise Advisor certification through the Sauder School of Business in 2013. This will make Jay the first advisor to complete FEAP at RBC DS Durham Region and give him a solid background in helping clients and families steer through the often rocky transition of your business from one generation to the next.
Jay and his team of experts specialize in helping clients create cash flow projections, business succession and business continuity planning in addition to personal financial planning. We also work with owners to create a specialized, business owner specific financial plan that looks at creating efficiencies in taxation, estate planning, retirement planning and whatever other issues may arise.
We have added the expertise of Mark Skeggs to the team in the role of Business Owner Specialist. Mark will work closely with us to identify strategies and solutions that are customized to meet your personal and business planning objectives. Tax, business risk, succession, and retirement strategies, some that are particular to the business owner/manager, will be identified, which you would then discuss with your lawyer and accountant.
In addition we now have Bobby Hinduja, a Chartered Accountant and a Chartered Business Valuator, who can help you determine waht the business is worth. This aids in planning for the future - exit strategies, retirement planning and more.
No other firm offers the level of expertise that RBC Dominion Securities does when it comes to helping our business owner clients
Head over to Educational Guides on the main page of www.jaykilgannon.com and check out Perspectives Magazine. Request the Business Owners Edition for some great information.