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:

Business oriented events

Our Info:

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


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