Resources for Business Owners

Through our ongoing effort to provide you with a holistic wealth management approach, we consult industry professionals to help coordinate your financial legacy. We have partnered with GBL Inc. in Calgary Alberta in order to provide business owners with unique Tax and Investment Planning solutions. As a business owner, there are additional tools available to you that could allow you to substantially increase while also creditor proofing your retirement savings. We, along with GBL, will work in partnership with your tax accountant to implement a solution that works best for you and your business.


Please read through the resources below to see how our team can assist you.


IPP Overview

Retirement Planning and your Small Business 

IPP Case Study

Tax Planning: Tax implications of selling your business