Business Financial Planning

Grow Your Passion,
Protect Your Lifestyle,
Preserve What You’ve Built!

You have devoted your time and energy, made sacrifices, and likely invested all your savings into building and growing your business. You won’t hesitate to do it all over again, with some changes of course. When you’re done pouring into your business and want some back, what do you do?

How you ever thought about how you will get the money out? You probably have not and likely told to only take what you need because of a three-letter word – TAX!

Taxes are ONE of the many hurdles standing between you and your successful exit. Every business owner wants a successful exit, but poor planning prevents this from happening.

Ask Yourself….

Is Your Business Prepared for Life?

And Remember This Quote….

“It isn’t what the book costs; it’s what it will cost you if you don’t read it.”

Jim Rohn

what do we do?

Whether you are building your business or ready to stop working, I can help you achieve 3 things:

  1. Grow your wealth with business profits;
  2. Maintain your current lifestyle or something similar to it; and
  3. Retain the profits you worked so hard for, instead of giving it away in taxes

Grow Your Wealth

Protect Their Lifestyle

Retain Their Profits

why we do it?

Many business owners spend their lives working for their company, it’s time to change that. We can tell you have to make your business serve you instead of you serving it.

We are Independent.

We have partnerships with Canada’s leading insurance and investment companies that will create a custom insurance strategy that is tailored for your life and only your life.

You Matter.

Being independent means that we choose the right products and services for your unique situation, keeping your needs and wants at the top of the list.

how do we do it?

We take a bird’s eye view of your entire life – business and personal – and create your financial blueprint to help you navigate through the journey.

Some questions we ask are:

Who Are The Key Players?

How valuable is each member in your team? What impact will your business have if your most valuable member doesn’t show up for work?

Key person insurance helps your business financially recover from the loss or disability of an employee or partner who played a significant role in your business.

Are You Prepared for a Business Divorce?

Like marriages, business partners start off wanting to be together for a long time, maybe even forever. Unfortunately, not all business partners stay together forever and they do “break up”. Whether it’s on good terms or not, it could have a negative impact on your business’ future.

Death is another unavoidable truth that can cause your business to suffer. If your partner dies, becomes disable, retires etc.; these all can have a lasting impact. We can help recover from this through a properly funded Buy/Sell Agreement.

Can You Retire on Your Terms?

Are you planning on working forever? We hope not! Retirement planning will be the foundation to maintaining a lifestyle that’s sustainable when you choose to or are forced to stop working

What is Your Exit Strategy?

A business exit strategy is like the blueprint of its future. This will give you the option of leaving willingly on your own terms, whether for retirement or to try something else; Worry-Free!

Do You Want to Prepare Your Business for Life?

We provide custom insurance strategies to help business owners achieve greatness despite of their environment.

what can we help you with?

  • Life Insurance
  • Key Person Insurance
  • Buy/Sell Agreements or Shareholder Agreements
  • Business Overhead Protection
  • Disability Income Replacement
  • Critical Illness Coverage
  • Group Health and Dental Benefits Plans
  • Healthcare Spending Accounts (HAS)
  • Insured Retirement Strategies
  • Company Retirement Plans
  • Immediate Financing Arrangements (IFA)
  • Tax Planning Strategies
  • Estate Equalization
  • Infinite Banking Concept
  • Selling or Transferring your Business – Tax Planning

why it works

Our approach has multiple meetings that focuses on getting to know you and your business on a deeper level to build your financial blueprint. We take the time to listen to your needs, wants and desires and educate your every step of the way to make an informed decision.

Meet & Greet

This is the first and most important step of our proven process. At this stage, we get to know you and develop a foundation of trust and understanding as we start working together.


This is the information gathering process and sometimes the most tedious. The more information provided, the better the financial plan.


Your personalized financial plan is designed with all the information from Steps 1 and 2


Based on the information provided, you will be presented with recommendations on how to achieve your goals. You will be presented with a few options to choose from based on your needs, wants and budget.


Discuss which recommendation you would like to proceed with and set timelines along with tasks.


Evaluate the milestones you have achieved. We perform client follow throughs, reassess if there are any changes that would affect the suitability of your financial plan, and adjust accordingly.

“It isn’t what the book costs; it’s what it will cost you if you don’t read it.”

Jim Rohn

Book A FREE Consultation Today!