Pastor Ochoa, CFP

Investment Advisor & Financial Planner

Business owner's guide

Business owner's guide

Contact us for a free copy of The business owner’s guide to wealth management.

RBC Dominion Securities Inc.* and Royal Bank of Canada are separate corporate entities which are affiliated. *Member-Canadian Investor Protection Fund. RBC Dominion Securities Inc. is a member company of RBC Wealth Management, a business segment of Royal Bank of Canada. ® / TM Trademark(s) of Royal Bank of Canada. Used under licence. © 2020 RBC Dominion Securities Inc. All rights reserved.

Succeeding in business succession

Planning for succession in advance is imperative to maximizing your business’s eventual sale price, protecting the legacy of what you’ve built, transitioning your business smoothly and funding your future plans.

Watch this video to learn about the key elements of a successful business succession plan.

10 key wealth planning decisions for business owners

Whether you’re already a business owner or thinking of becoming one, the decisions you make may have far-reaching impacts, not only for your business, but for you and your family as well. The business owner’s guide to wealth management follows the life cycle of a business, exploring 10 key decisions for wherever you may be on your business ownership journey, including:

  • What is the best structure for your business?
  • How can you reduce taxes?
  • What should you do with surplus cash?
  • What can you do to prepare for the unexpected?
  • Do you have an exit strategy or succession plan to transition into retirement?
  • How can you keep your business in the family?

Contact us for a free copy of The business owner’s guide to wealth management.

Selling the business, creating a charitable legacy

After selling their business, Drew and Sue wanted to focus their time and wealth on making their community a better place. Find out how a team of experts helped this family build a charitable legacy.

Greg's Story

Greg Cochrane is a successful entrepreneur, CEO and father. As someone with little time, he appreciates the seamless, integrated experience RBC Wealth Management has provided for him and his family.