When putting together your financial plan, there is no question about the benefits of consolidation. The importance of having a financial plan is the ability to coordinate, consolidate and be able to implement your plan to achieve your goals.
Many business owners depend on their business to provide income, security and in some cases, a legacy for their family.
Minimize the risk if death, disability or critical illness were to happen to a key person or shareholder of the business.
Who's this for?
- Key Person
- Buy Sell Arrangement
- Business Loan/Overhead Risk
- Retain Key Employees and Shareholders
- Minimize the impact on your business if key employees, shareholders or business owners were to become disabled, critically ill or die
- Retire or lower debts if key employees, shareholders or business owners were to become disabled, critically ill or die
Do you have unrealized capital losses? Have you maximized your TESA contribution yet? Have you thought about family income splitting? Can you benefit from the New Canada Child Benefit?
If you are one of the millions of Canadians not fully covered by a group or employer health plan, you and your family are vulnerable to healthcare expenses not covered by your provincial health insurance plan.