Business Owners

As a business owner there is a significant chance the majority of your wealth is directly tied to the business you have grown over decades. Naturally your personal and business affairs tend to become a little more complicated. It is extremely important that your wealth is handled with the highest level of care and a well thought out strategy is in place to preserve capital over time.

We regularly work with Holding Companies, Family Trusts and incorporate Individual Pension Plans, Group RRSPs and Health and Dental plans into solutions for our business clientele.