We’re here to help
Having been in this business for more than 30 years, we’ve seen our clients go through four different stages of life; hence our Four Pillars.
We don’t push product. Instead, we do planning. We get to know what’s most important to our clients, what their objectives are, what they want to leave behind, and we cover all of those stages with the wide array of strategies and products available to us. We really are their partners for life.
Pillar 1
Corporate tax planning, pensions, benefit plans and insured retirement plans
You’re a business owner, so we understand: you’re busy running your business day-to-day. So we’re here to help, with corporate tax planning that helps you pay less tax, today and tomorrow. In fact, we’re here to surprise our business owner and affluent clients with tax-saving strategies most people aren’t even aware of.
Pillar 2
Personal, retirement and tax planning
Business owners tend to have work and personal lives that are very closely interrelated. Pillar two, therefore, is largely about how pillar one affects the individual. How does pillar one affect your personal tax return, for example?
Should the corporation be funding your RRSP? Does an RRSP actually make sense for you to be optimally tax-effective? We are here to advise and direct – and also work in a highly collaborative fashion with your accountants, lawyers and other advisors.
Pillar 3
Philanthropic planning and charitable giving
This is a very exciting area of opportunity that many business owners haven’t given much thought, because they think that being a philanthropist is simply out of reach. But the truth is, it’s probably much more attainable than they realize – and it will save them considerable taxes!
Pillar 4
Estate planning and implementation
As a business owner, it’s in your DNA to make decisions. So, when it comes to quite possibly the most important decisions of your lifetime, of course you want to execute with excellence.
Further reading and resources
Learn about The Value of Advice, the pros and cons of RRSPs vs TFSAs, and the many virtues (including tax savings) of charitable giving.
