You're busy - we'll coordinate with multiple professionals to help ensure your wealth strategies are well-aligned and properly implemented.
When you’re focused on the operations of the business, opportunities to help grow and protect your wealth often get missed. Through our work with business owners over the years, we’ve developed a process with multiple professionals and TD specialists, which means that while managing your wealth, we can help ensure that business valuations, tax-efficiency tactics, retirement savings strategies and other tasks are implemented in a timely manner. This often involves:
Bringing the strategies of your accountant, lawyer and other professionals into alignment with your goals
Coordinating with TD specialists in areas such as business succession, insurance, high-net-worth planning, tax strategy and estate transition
Creating an annual tax package for you and your accountant, to make tax filing more efficient
