Brian's team specializes in the technical and "softer" strategies for Business Owners:
- Estate freeze and Capital Gains exemption
- Holding company and asset preservation
- Income splitting and family trusts
- Small business deduction
- Life insurance, Disability Insurance
- Employee buy-out techniques
- Asset vs. share sale
- Charitable gifting
- Wills and probate
- Individual Pension Plans (IPPs), pension strategies
If you value working with an advisor who provides personal advice for your wealth management needs, contact Brian today for a confidential discussion.
