Solutions for Entrepreneurs

Solutions for Entrepreneurs

Because every entrepreneur is unique, so is the management of their assets. At the firm, we have developed a unique competence that allows us to better understand the different stages of an entrepreneur’s financial lifecycle. Whether you are growing your business or preparing to retire from it, our financial solutions will protect and maximize your assets.

  • Minimizing the amount of taxes owed
  • Optimizing after-tax returns
  • Purchasing and selling of the business
  • Cumulative capital gains exemption
  • Shareholder agreement and the restrictions it may well impose on your succession planning
  • Reducing your tax burden
  • Group insurance*
  • Legal aspects and estate
  • Insurance and risk management*
  • Finances
  • Taxation
  • Investments
  • Retirement