Whether you're looking to expand your business, sell it or pass it on to the next generation, we provide advice to help you understand your options, maximize value and create wealth.
Most business owners spend years building their company—but very little time preparing for what happens after.
In this video, Jesse Harris walks through the often-overlooked side of succession planning: knowing what your business is worth, identifying risks early, and building a strategy that protects your legacy.
Through our partnership with IG’s Private Company Advisory platform, we offer complimentary business valuations and long-term planning support—helping business owners approach succession with clarity and confidence.
Whether you’re two years or ten away from selling, it starts with a conversation.
It is essential for Canadian business owners to attract and retain employees while also providing personal financial protection. We can help structure group benefits to cover yourself, your employees, and even family members, offering tax advantages and financial security.
Attract and retain top talent, provide tax advantages, and ensure long-term financial stability for both your business and employees through a Group Pension Plan. All industries are different, from tech to labor to office. There is a plan that fits your needs. We can find a tailored solution that works for the needs of your business and employees.
Corporate planning is essential for Canadian business owners to ensure financial stability, minimize taxes, protect assets, and create long-term wealth. A well-structured corporate plan helps manage risks, optimize cash flow, and prepare for future growth or succession.
Corporate life insurance is a powerful financial tool for Canadian business owners. It helps protect the business from financial losses, an employee or business owner’s death, ensures business continuity, and provides tax-efficient wealth accumulation strategies. Key aspects include key person insurance, buy-sell agreement funding, business loan protection, tax-efficient wealth accumulation, estate planning and shareholder benefits.
A strategy many business owners use to ensure a smooth transition of wealth and business assets while minimizing tax liabilities upon death. It involves structuring the business and personal assets efficiently to protect value, reduce estate taxes, and facilitate succession. Key aspects include business succession planning, minimizing tax liabilities, use of corporate life insurance, trust and holding company structures, and charitable giving and legacy planning.
Corporate estate planning ensures business continuity, reduces tax burdens, and protects family wealth, allowing business owners to efficiently transfer assets to the next generation or designated successors.
