• Business owners who require a professional to assist with the successful succession or exit from their business
  • Professional and executives who require assistance with navigating effective tax and income planning strategies before and in retirement
  • Entrepreneurs and family enterprises who require ongoing strategic leadership and management of their revenue producing assets
  • Retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security

Michael answers questions for his clients, even the ones they don’t know to ask…

  • Is my family protected from my business liability?
  • What should I be doing with the surplus cash in my business?
  • Is setting up a trust a good idea for my family?
  • There are so many options: IPP, IRP, RRSP, TFSA. What is the best investment vehicle to plan my retirement?
  • How do I turn my portfolio into a tax-efficient stream of income that will last the rest of my life?
  • How do I pull money out of my corporation while still maintaining my current tax rate?
  • If I were not able to go to work, would my family and business be protected?