Business Planning

Being a business its very rewarding and challenging. There is a great deal of financial risk so it’s important that you protect yourself and your business.  We help business owners at all stages of growth, with designing a plan that protects their business and allows for business continuity.

Learn more about the services we offer businesses.

  • Succession Planning
  • Buy-Sell Agreement
  • Key Person Insurance
  • Group Retirement Plans
  • Group Pension Plans
  • Group Savings Plans
  • Group Insurance
  • Owner-Executive Income Protection
  • WSIB Alternatives