Business Owners

Empowering business owners is our passion, and we are highly skilled in providing creative investment solutions, corporate structuring, and tax efficiencies to optimize your business finances. We also offer tailored insurance solutions, including group benefits and life insurance, to protect your assets and minimize risk.

Business Owners


Safeguarding your business against the unexpected is essential, and we provide a range of insurance options to protect you in the event of the unexpected.

Our insurance offerings include personal and corporate coverage, such as life, disability and critical illness insurance, tailored to your specific needs and circumstances.



Allocating finances to the right places can be challenging for business owners. 

We can help develop customized investment plans that align with your specific business goals and priorities, ensuring that your money is being allocated efficiently and effectively to optimize your financial outcomes.


A buy-sell agreement is a game plan for business owners, outlining what happens to a business if an owner dies, becomes disabled, retires or gets divorced. It’s a legal contract that details which can buy the business interest and how it will be paid for. The best part? It can help prevent future disagreements by addressing the transfer of ownership and management beforehand. In short, a buy-sell agreement ensures everything is smooth sailing for the future of the business.


A key person is an asset to a company, but their sudden absence due to unforeseen circumstances like death, disability, or illness can severely impact operations and finances. Key person insurance compensates for financial losses incurred due to the loss of a key employee, covering costs like finding a replacement or loss of revenue. It’s an essential risk management tool that provides financial stability and ensures business continuity, helping businesses thrive even in unexpected events.


An individual pension plan (IPP) is a personalized pension plan that provides retirement benefits for an individual employee, offering more flexibility and control over retirement savings. IPPs allow for higher contributions than traditional RRSPs and provide tax advantages, making them an attractive retirement savings option for high-income earners.


Group benefits are a crucial component of employee compensation packages, providing employees with access to important insurance and wellness benefits that contribute to their financial security, health, and overall well-being. In addition, by offering comprehensive group benefits, employers can not only attract and retain top talent but also create a positive and productive work environment that benefits both employees and the company.