SECURE YOUR RETIREMENT INCOME
YOUR GUIDE TO SAFE  FINANCIAL STRATEGIES THAT WORK TO PROVIDE  FINANCIAL SECURITY AND PEACE OF MIND

      BUSINESS SOLUTIONS

 

Among the many challenges that business owners face are :

  • retaining qualified and key employees

  • building their own pension plan

  • protecting their assets from creditors

  • withdrawing income and assets from their company in a tax efficent manner

  • making the business more saleable

  • passing on control of the business to the appropriate individual  

 

 

We can use the following to address these challenges : 

  • Individual Pension Plans (IPP)

  • Retirement Compensation
    Allowances (RCA)

  • Group  RRSPs

  • Succession Planning Strategies

  • Executive Health Savings Plan

  • Health & Welfare Trust

  • Group Insurance and Benefits
  • Tax-efficient Investment Strategies** 
     


 

All mutual funds and approved exempt securities are provided by Portfolio Strategies Corporation. All other products and services are provided by Brian Lepicq. 

** Please review with a tax professional as individual situations may vary


Brian Lepicq


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