BUSINESS CONTINUITY PLANNING
Business continuation planning does not take place in a vacuum. It is part of a larger process that we call 'Financial Security Planning'. It examines and explores all aspects of your financial situation with a design that ensures:
You have enough income in retirement to support your desired lifestyle.
You are currently maximizing the tax planning opportunities available to you.
You have a savings plan in place to cover anticipated future expenses ( eg. Children's education or a recreational property purchase)
The financial needs for you, your family, and your estate are met in the event of disability, critical illness or premature death.
You have an estate plan in place that ensures that your estate assets go to your intended beneficiaries and minimizes taxes.
Business Continuation Planning
Key Person Protection
Buy-sell Agreement
Premature death
Retirement
Disability
Critical illness
Business Loan Protection
Executive Benefit Planning
Personal Financial Planning For The Owner
Risk Management
Premature Death
Will
Disability
Critical illness
Retirement planning
Registered plans
Asset allocation
Non-Registered investments
Tax-Efficient income planning
Other Savings Goals
Children's education
Home purchase
Tax minimization
Business Succession Planning
Ownership Transition
Sell
Liquidate
Estate equalization
Retain in family
Successor training
Buy-sell agreement
Among successors
Management Transition
