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:
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!
Individual Pension Plan
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