As business owners, most entrepreneurs have a more complex financial situation than the average investor. This is why it is important to establish a concrete plan encompassing all of the financial issues that will affect the entrepreneur and his business over time, from the protection of key people, to tax-responsible investment or even the transfer of the business once the time of retirement has arrived. Our team is well positioned to meet these challenges, thanks to its members with various qualifications and access to various specialists, allowing us to offer complete, turnkey solutions to entrepreneurs. Our approach to entrepreneurs includes:

Point 1: The establishment of Individual Retirement Plan (RRI).

Point 2: Personal insurance solutions for owners and their employees (Ex: Key person protection, disability, critical illness, etc.).

Point 3: Establishing a strategy for the transfer or sale of the business.