Business Owners Planning
The financial planning process I use for business owners addresses the following challenges:
- retaining qualified and key employee
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- withdrawing income and assets from your company tax efficiently*
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- building your own pension plan
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- protecting your assets from creditors
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- making the business more saleable
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- passing on control of the business to the appropriate individual
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The process allows for tax effective* integration of the business assets and income in the personal financial planning of the business owner. Some of the corporate planning features that are used include:
- Health Spending Accounts
- Holding and operating companies
- Corporate owned investment portfolios and real estate
- Corporate owned life insurance
- Estate freezes, family trusts
- Shareholder loans and share redemption planning
The flexibility of the planning process I utiliize allows me to personalize the planning so that we can meet your personal objectives.
*This information for Canadian tax payers is given in good faith and is relevant under existing Canadian tax legislation. It must not be construed as professional tax advice. You should consult your certified tax professional who can advise you personally having taken into account all your own particular circumstances.
All mutual funds and approved exempt securities are provided by Portfolio Strategies Corporation. All other products and services are provided by Brian Lepicq. |
