The Pathway to Prosperity™ for Entrepreneurs
As a successful professional or entrepreneur – you have spent a good portion of your life building your business. You made a lot of sacrifices to get where you are – both financially and personally. Now you have the opportunity to integrate your hard work into your life’s dream. The Pathway to Prosperity was designed specifically with you in mind.
The Pathway to Prosperity™ is our unique process designed specifically to help you eliminate your financial dangers, capture your opportunities and build on your unique strengths and past experiences. By using a combination of your present and future lifestyle requirements, integrating them with financial strategies we are able to design solutions unique to your situation. This will allow you to focus on your life dreams, take you through 5 steps:
Individual Pension Plans for Small Business Owners
For many people, RRSPs are an effective method of saving for retirement. However, a standard RRSP may not meet the needs of those who make a higher income, such as small business owners or executives. If you make over $100,000 a year, your RRSP contributions are limited and your RSP will probably not generate enough income to allow you to maintain your current lifestyle in retirement. Fortunately, there is another way to build your retirement income – an Individual Pension Plan
Our team specializes in helping small businesses to address financial issues that affect the economic viability and success of both the company and its principles.
The following is a list of services we provide to businesses and their principles:
- Executive Financial Planning Service
- Individual Pension Plans (“IPP”)
- Retirement Compensation Arrangements (“RCA”)
- Buy/Sell Agreements
- Disability Insurance Carve Outs
- “Key Person” Insurance
- Succession Planning Services
As a professional or successful entrepreneur you’ve made the right decision when choosing your career path. We’re here to help you choose the financial and lifestyle path that’s right for you, so you can focus in on what’s important to you be it your family, your life’s dreams or your busines