Secure Your Financial Future
As you know most Canadian business owners do not have the option of a pension - so the mainstream financial advice says.
You're told by your wealth manager and financial planner to max-out your RRSP, which is not the most effective strategy for you as a business owner.
We understand how hard you have worked to build something that everyone is proud of.
So, it is deserving that you build your retirement plan through business pension plan for yourself and potential key employee(s).
Pension Plan Design For You And Your Business
This is a real pension that uses your RRSP room and has no minimum or maximum limit. You can set up a payroll deduction and business will match.
The pension is built on a defined contribution chassis that give you - the business owner - many options based on the goals you want to achieve.
it can be custom designed to help give you both personal and business pensions as well as tax deduction for your business.
Book a consultation below to learn how we can help you secure your financial future with a retirement plan for you and your business.
How We Work Together:
BOOK A DISCOVERY MEETING
Our initial virtual meeting is all about you and understanding what's most important to you. We talk about your goals, your financial strategies and why you want to protect your number one asset.
RISK & NEED ANALYSIS
We do an analysis of your risk tolerance and current financial needs.
GET RESULTS
We make recommendation that suits your desired outcomes(needs) and risk analysis.