Business Protection & Succession Planning

For most business owners, your company forms the basis of your family income, personal financial security, and establishes your legacy for the next generation. Business Protection Planning starts by considering the possible events that could jeopardize the momentum and value of your business, such as the death or disability of a key employee or shareholder.

We work intimately with our clients and their advisors to identify these risks, and to establish tax-effective strategies that can help protect against these difficult scenarios. This ensures that the value and viability of the business is maintained. A Business Succession Plan can help ensure that you, your family and business are all properly protected in the event of death, disability or retirement.

Did you know that Critical Illness Insurance can be used to protect you, your business and your family, while providing a tax-efficient payout in the future if you never get sick? Click here to learn about this exciting planning strategy for business owners.