Financial Planning for Entrepreneurs

More than 15% of the workforce in Canada—2.7 million people—are self-employed.

Working for yourself reaps huge rewards. But there can also be unique challenges related to saving for retirement, taxation and succession planning.

No business is too small to consider such matters as tax-effective investing, individual pension plans or business succession to family or partners. Working with Brett you can reduce stress around money and your financial future.

Brett’s financial planning process is designed to help business owners and self-employed workers assess their risks, plan their future and implement solutions to maximize their bottom line.

Here are just a few ways Brett’s financial planning services will help you and your business:

  • Integration with personal planning
  • Tax effective investing
  • Business succession (buy/sell agreements)
  • Group benefit and retirement plans

Contact Brett to take the first step in achieving your retirement goals. Or call him at his Toronto office at 416.901-6500 ext 23 to arrange a consultation.