Business Owner

Most small business owners know the details of their operation inside and out, but not all of them are aware of the tax, retirement and estate planning strategies available to them.

Here are few things we can help small business owners with:

  • Business succession planning
  • Tax efficient solutions to remove income from your business 
  • Group Registered Savings Plans for five members or greater
  • Managing your investments, giving you more time to run your business
  • Cash Management solutions for your surplus cash
  • Key-man Insurance
  • Referrals for Business Banking Services

Please Click here for additional information on how we can help business owners. 


Retirees

Many Affluant retirees have numerous registered and non-registered income streams. Structuring them in a tax-efficient manner is critical.

Here are a few things we can help Retirees with:

  • Managing your investments while you are enjoying your retirement
  • Tax efficient withdrawal strategies
  • Explaining options for your maturing Registered Savings Plans
  • Provide financial projections for retirement
  • Comprehensive Estate planning services
  • Charitable giving solutions

Please Click here for additional information on how we can help retirees. 

Executives

There are numerous options available to executives when dealing with stock options, alternative retirement plans, and large stock positions in a single company.

Here are a few things we can help Executives with:

  • Managing your investments, giving you more time to focus on your career
  • Cashless stock option exercise
  • Diversification of large concentrated positions
  • Recommendations to protect your income in the event of an illness, accident or disability
  • Diversified strategies for new wealth
  • Pension rollovers upon retirement


Families and Individuals

"You have a tremendous investment advantage when you have a rational investment policy in an irrational world" - Charles Brandes

Here are a few things we can help Families and Individuals with:

  • Comprehensive Financial Planning
  • Design investment strategies for your comfort level
  • Plan for your retirement
  • Recommendations to protect your income in the event of an illness, accident or disability
  • Tax planning strategies