Running a business creates unique financial opportunities and challenges. You might have money sitting in your corporation that could be working harder. You probably need strategies that work for both your business success and personal financial goals.
We specialize in helping professionals and small business owners navigate these complexities.
Getting started: "How do I separate my business and personal finances?" When your business becomes successful, the lines between business and personal wealth can blur. We help you understand how to structure your finances to maximize both your business growth and personal financial security.
Tax efficiency: "How do I get money out of my corporation smartly?" There's a big difference between earning money in your business and having access to it personally. We help you understand the most tax-effective ways to pay yourself, whether through salary, dividends, or other strategies that fit your situation.
Protecting your investment: "What happens to my business if something happens to me?" Your business is likely your largest asset, but it's also dependent on you. We help you create strategies that protect both your family and your business partners, ensuring continuity and financial security no matter what happens.
Retirement transition: "How do I plan for life after my business?" Your business might be your retirement plan, but extracting that value requires careful planning. Whether you're selling to family, employees, or third parties, we help you maximize the value while minimizing the tax impact.
Balancing priorities: "Should I invest in the business or my personal wealth?" Business owners face unique decisions about where to invest their money. We help you find the right balance between growing your business, building personal wealth, and managing risk.
We understand that business owners don't think in silos. Your business decisions affect your personal wealth, and your personal financial goals influence how you run your business. We help you see these connections and make choices that optimize both.
Whether you're a professional with a practice, a trades contractor, or running a family business, we help you make sense of the opportunities and obligations that come with business ownership.
Let's talk about how your business success can translate into personal financial security.
Contact us today