Corporations
The responsibilities that come with managing a corporation are demanding to say the least. As day-to-day challenges keep you busy, you may not have time to consider the tax-efficient earning potential of surplus cash generated by your business.
Brent can design a long-term strategy, custom-fit to your corporation's unique needs. A strong investment portfolio maintains the flexibility to adapt to your evolving needs while driving earnings potential. With the support of our RBC Partners, we also provide a full range of financial services including business banking.
Solutions for Corporations:
- Establishing long-term investment objectives and designing a structured process to oversee day-to-day investment decisions.
- Working with accountants, lawyers, and any other service providers to integrate investment plans.
- Annual consolidated tax reporting to meet legislative requirements.
Non-corporate Entities
Brent also works with not-for-profit organizations. If you are interested in learning more about the wealth management and investment services available to you, contact us today to discuss your options. Brent would be happy to design a custom plan that relives you from the burdens of day-to-day investment management, so you can focus on your philanthropic goals and charitable vision.
