Business Owner
If you are a business owner, you know that your needs are unique. That's why in addition to our comprehensive Guidepost FORMula, our business owner clients also have access to the following additional services:
Ensure your corporate structure is optimized for tax minimization and creditor protection
Analyze opportunities to maximize the value of your business for a potential sale
Business & Key-Person insurance
Individual Pension Plan (IPP) & Retirement Compensation Arrangement (RCA)
Corporate structures present unique tax opportunities, which can result in significant savings