Too often, business owners are so busy running their day-to-day operations that they may overlook their own financial planning considerations that could help their company grow.
As a business owner himself, Brett understands the concerns entrepreneurs have about wealth accumulation, minimizing taxes, and planning your retirement. Whether you are trying to preserve your capital or grow your wealth, Brett’s financial planning services will help you achieve your goals.
Brett offers consulting and products in the following business areas:
- Retirement Planning
- Estate Planning
- Financial Planning for Entrepreneurs and Self-Employed Workers
- Partnership Insurance
- Group Insurance and Pension Plans
- Tax Planning and Management
- Contingency Planning
- Capital Preservation
- Wealth Accumulation
With over 20 years of financial experience, Brett keeps his Toronto-based practice small so you get proactive, personalized advice that provides life-long security and peace of mind for your business. Contact Brett today to arrange an introductory consultation.