We mean business

Small businesses are the lifeblood of the Canadian private work force and we have been working with them over many economic cycles in the past 30 years.


We have found that most business owners are so focused on the success of their business that they often neglect important business considerations – succession planning, unexpected life events, meeting business planning objectives.


Every day, you make critical decisions that affect the financial health of your business. So, you know how important it is to have the best possible advice to effectively manage your finances – so who is helping you personally? We are here to make sure the appropriate planning considerations are not overlooked and that they are planned for well in advance to ensure the most efficient transition for both you and the business.

Owning and operating a successful business commands a lot of time and attention and our business owner solutions can be ideal if you need help:


  • Managing business and personal assets separately but efficiently

  • Investing, preserving and maximizing surplus cash

  • Designing a succession plan for a smooth transition

  • Creating diversified, tax-efficient income with the sale proceeds

  • Protecting against the sudden loss of a key employee

  • Safeguarding personal and business assets from adverse events

  • Building employee loyalty with employer-sponsored retirement plans