Business Solutions - Business Planning

Experience the perfect partnership.

Every day, you make crucial decisions affecting the financial health of your business. And you know how important it is to have the best possible services and products to help effectively manage your finances. Making the right financial decisions is a big responsibility —and we can help.

Through Barbara Reid’s Wealth Management Team, you have access to a vast array of products and services geared towards the needs of your business or corporation.

Explore how we can meet the following business needs:

Business Investing

Fulfill all of your company's investment needs with our customized business strategies and convenient solutions.

Managing Business Risk

Protect your business through business succession planning, executive life insurance, key person insurance and more

Retirement Planning for Business Owners

Plan your retirement by taking advantage of the Income Tax Act. An IPP or RCA maybe your solution!

  1. Individual Pension Plan

  2. Retirement Compensation Arrangement


Our business planning solutions could be ideal if you need to:

  • Manage business and personal assets
  • Invest on behalf of a business or corporation
  • Plan for business succession
  • Protect against the sudden loss of a key employee
  • Manage the risk of price fluctuations for a commodity that your business produces
  • Gain greater cost certainty for a commodity your business uses to produce value-added goods


Take the next step… contact Barbara Reid’s Wealth Management Team!


Barbara Reid's Wealth Management Team
Your personal investment advisor in Burlington, Ontario