Corner Financial Partners
Bill - Gord - Mike - Clint
Safeguarding your family’s financial future
Are you a Business Owner?
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Business Succession Planning
Being that several business owners have complex business structures, planning needs and tax issues this is an area that we feel is commonly underserved in the financial advisory market. Many business owners are busy running their businesses, focusing on the day to day operations, ensuring client and customer relationships are nurtured and long-term prosperity. This doesn’t leave much time to think about and plan for the transition into retirement and potential sale of their business to the next generation or another business owner in the area. This is where we add value. By putting strategies in place years before the “expected” transitional date, you can save a lot of money in taxes, professional fees and assure a smoother purchase and sale of the business, whether it be a partial sale or sale in its entirety. For several business owners, their business has been the bloodline of their family’s lives for decades, by having a succession plan in place they can protect what they’ve worked so hard to build and make sure it is left in capable hands for the future.
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Assante advisory services are offered through Assante Capital Management Ltd. (“ACM”) and Assante Financial Management Ltd. (“AFM”).
ACM is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.
AFM is a member of the Mutual Fund Dealers Association of Canada (“MFDA”) and MFDA Investor Protection Corporation.
www.mfda.ca
The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice.