Business Owners

Owning and operating a successful company commands a lot of time and attention. You make critical decisions that affect the financial health of your business and know how important it is to have the best possible services and products to help effectively manage your finances.

At Evans Wealth Management Group, we can help with:

  • 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 using insurance solutions
  • Safeguarding personal and business assets from adverse events

Professional Corporations

If you are a professional you might consider the advantages of incorporating your practice if you haven’t already done so. Incorporation is permitted by certain professional regulatory bodies, and may provide potential tax-deferral benefits. At Evans Wealth Management Group, we are experienced in working with the professional corporations of accountants, lawyers and medical professionals.

Business owner's guide

Business owner's guide

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