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Key Person Protection

The success of any business depends on the contributions that key executives make. These include fine-tuning business strategy, growing a dependable customer base, monitoring financial numbers and directing personnel. Just imagine the damage to your business that the loss of one of these key staff would bring, and the cost of replacing their unique set of...

Individual Pension Plan

An incorporated firm with an interest in the financial welfare of their senior executives and business owners should consider engaging with the tax- effective individual pension plan advice that we provide. This is because individual pension plans are the perfect alternative to registered retirement savings plans where wealthy people are involved. The Canada...

Retirement Compensation Account

  Retirement Compensation Accounts provide added benefits for business executives and key staff.  They are also the perfect mechanism whereby a firm can assist key members to finance their retirement goals in a tax-effective fashion. Other major benefits of this option include:   No contribution limits No restrictions on payouts No impact on...

Severance and Termination Services

It is neither a pleasant nor an easy task to lay off staff, or to pressure them into taking early retirement. We feel the pain our clients experience every time, and we are available to facilitate the process where required. In so doing we are able to advise on: Tax considerations Separation scenarios and their benefits Pension rollover strategies ...