Businesswoman

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 is woven into the larger aspect of ongoing financial security. By examining these aspects, it allows your planning focus to shift as you move through the stages of the business cycle.

SURVIVAL ➝ GROWTH ➝ MATURITY.

Business Continuation Planning

Key Person Protection

Buy-sell Agreement

Premature death

Retirement

Disability

Critical illness

Business Loan Protection

Executive Benefit Planning

Business Discussion
Young Businesswoman

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

Businessman with Tattoo
Business Meeting

Estate Planning

Will Planning

Estate equalization

Family law

Powers of Attorney

Tax Planning

Estate freeze

Share redemption

Liquidity

Trust Planning

Family trusts

Spousal trusts

Self-settled" trusts

Philanthropy

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