At Morris Wealth Management we want to help you as a Business Owner, not only with advice and expertise in Investment Management, but also with ways to help expand and grow your business. 
A few of our helpful guides and brochures are listed below. They explore a range of subjects unique to business owners from consideration of the best structure for your business to development of a succession plan and your transition from the business into a well-planned and funded retirement. Wherever you happen to be in the challenging and rewarding journey through the life cycle of your business, we are there to help you achieve your goals and ensure your future prosperity.

Family business succession planning

Donna and Norm are ready for the next step of their wealth journey. Find out how a custom business succession plan helped this family transition their business into a well-funded retirement.

The business owner’s guide to wealth management

 

Ten key decisions for business owners

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doctor in page

10 key decisions for business owners

 

Whether you’re already a business owner or thinking about becoming one, the decisions you make will have far-reaching implications – not only for your business, but also for yourself and your family. Following are 10 key decisions you need to make to ensure the success of your business.

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Passive investment income in a private corporation

 

The details of the two new proposed measures are discussed in this article

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