We Believebusiness owners and professionals have unique issues and opportunities

Business Owners and Professionals

As a business owner or professional, have you thought about...

  • Setting up a health and dental plan to retain talented employees?
  • How to sell your business when you retire?
  • How you can earn interest and reduce fees on your business bank accounts?
  • What would happen to your business if you become sick, disabled or die?
  • What would happen to your business if your partner should leave, retire or die?
  • What options are there for your pension plan if you change companies?
  • Are you able to write off your personal medical expenses through your business?
  • What is an estate freeze and how could it work for you and your business?
  • Can you start your own retirement pension plan through your corporation?
  • How can you ensure your family is able to afford to take over your business?
  • Whether you should be an employee or a contractor?

We work in partnership with your accountant and lawyer to help you manage these specific business oriented events. Our goal is to provide solutions that are specific to the needs of your business or professional practice. These include:


Our Info:


Mailing Address:
#202 2540-53rd Avenue
Vernon, BC V1T 9W8

Phone:
Toll Free: 866-888-8448
Vernon: 250-542-5500
Kelowna: 250-862-8448

Fax:
250-542-0044

 


Manulife Securities disclaimers »

  Mutual funds are offered through Summit Financial/Manulife Securities Investment Services Inc. Insurance and Financial Planning are offered through Summit Financial Planners Inc.