Business Clients

Give your business what it needs to succeed.

We are proud to support business owners, and can advise you on:

  • Hedging strategies for entrepreneurs
  • Business management
  • Foreign banking
  • Real estate holdings valuation 
  • Business transfers
  • Succession planning

Read our Family Advantage Report (link) on the sustainable out-performance of Canadian family-controlled public companies.


We are proud to help your business with timely, expert advice. Simply contact us to arrange a no-cost, no-obligation, one-on-one consultation. We would be happy to speak via phone, Skype, email, or in person - whatever is most convenient for you!


Contact us to arrange a free seminar for your team, covering topics that are important to them, including:

  • financial literacy
  • lifelong goal-setting 
  • retirement planning,
  • and other topics

We are proud to help your team grow by delivering timely expert advice. Simply contact us to arrange a free seminar at your place of business or ours.

Book a free seminar for your team today!

A good business plan includes a succession strategy

A good business plan always includes a succession strategy. Whether you intend to sell your company or transfer its ownership to a third party when you retire, it is important to have a transition plan in place.

You probably have a very good idea of what you want to accomplish with your business. But have you thought about what happens when you let go of the realm? Will it be part of your estate to a family member? Does the person you have in mind have the ability or desire to run your company? Do you wish to keep a key role in its operations, even after having transferred the leadership to someone else? Or is your intention to sell the company at a precise moment of its growth?

It is important to decide today what will happen to your business tomorrow. Planning this transition is complex but not doing so can have considerable impact on your financial health and that of your loved ones.

We have highly experienced staff dedicated to helping plan for your firm’s smooth transition.  Contact our team to discuss your intentions and the different ways to ensure that your entrepreneurial wishes are respected. We will accompany you throughout this decision-making process, and help you find experts you can trust to execute your plan.