Our Business Owner Clients
You have worked extremely hard to build a successful business that has provided you and your Family numerous benefits.
Your goal may be to successfully pass it to one or more of your kids or even a key partner. Our Services are aimed at planning this key milestone well in advance of it happening.
Business Owners
“We simplify our business owners’ financial lives so that they can focus on their business and families.”
Most businesses go through several stages, from the early infancy (seed) stage to the growth stage (expansion) and ultimately reaching the mature stage. Generally, the owner and partners have unique needs at each of these stages.
Link: Canadian Business Owners unsure about retirement
Services include:
Full Corporate Financial and Investment Management of short, mid and long term investment assets (for Operating and HOLDCOs, trusts)
Risk and Insurance Management for shareholders’ agreements with fully funded buy-sell arrangements. This protects the owner and or partners against unplanned events like a death, disability or illness of the owner
Key Person Insurance Plans
Corporate Retirement Programs.
Commercial Mortgages/ lending needs using Home or second home Equity (Commercial)
Access and liaison to Business Insurance Consultants and Small Business Tax experts/ accountants that have like minded approaches to wealth.
Access to US/CAN tax experts and advice to deal with foreign domiciled entities and personal exposure to US
Mortgage Disclaimer: Mortgage services provided by referral.
Tax Disclaimer: iA Private Wealth Inc. and iA Private Wealth Insurance / iA Private Wealth Insurance Agency Assurance and Subsidiaries do not provide income tax preparation services nor do they supervise or review other persons who may provide such services. ™ Trademark, iA Private Wealth Inc. and iA Private Wealth Insurance / iA Private Wealth Insurance Agency, and Subsidiaries used under license.