Business Owners
Navigating Ottawa’s new capital gains rules: Strategies to preserve your wealth
There are several important elements that emerged from the 2024 Federal Budget that could have a significant impact on planning for high-net-worth individuals and business owners. Watch to learn the tax planning strategies high net worth individuals and business owners should consider in order to preserve their wealth and legacy.
Achieve your vision through a tailored wealth plan
The business and wealth strategies we can create include:
Tax Planning
We can create a personalized wealth strategy to help you minimize tax exposure and keep income available as you need it.
Credit Solutions
We work with TD Small Business Banking and TD Commercial Banking to help support you with managing cash flow, recommending credit options, etc.
Investment Management
Diversify your investments and grow your net worth to help optimize cash flow, maximize potential returns, and invest tax-efficiently.
Business Succession Planning
Moving on from a business you've created and nurtured can be very difficult. You want to know it will get the same attention you've put into it, if not more. You can expect us to help create a succession plan that outlines your expectation for the continuity of your business.
Will and Estate Planning
We can help create a blueprint to transfer your wealth and business ownership with executor and trustee services and recommend strategies for reducing your tax burden, enhancing the value of your business, and helping to grow your wealth.
Bring your whole self to your business
2SLGBTQ+ Business Owners
Supporting 2SLGBTQ+ individuals through a variety of inclusive policies, programs and initiatives.
Black Entrepreneurs
Helping Black entrepreneurs and businesses with access to capital, resources and expert advice.
Women in Business
Providing Women with the right advice, tools and resources to help confidently their business.
