You work hard to grow your business, but growing your personal wealth is a different challenge with its own strategies, structures and steps – and the reality is that many business owners do not have a concrete plan for their own transition out of the business and into retirement.

Our focus is helping you meet your goals for the business, while meeting your goals for your retirement. This often involves:

• Growing your retirement savings on a tax-deferred basis through Individual Pension Plans (IPPs) and Retirement Compensation Arrangements (RCAs)
• Establishing a holding company to help flow capital through the business efficiently
• Developing family business succession strategies
• Through TD specialists, incorporating insurance to help fund your retirement and transition family wealth
• Working with TD specialists to build a succession strategy, create a shareholder’s agreement, conduct business valuations and complete related checkpoints in the transition process