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Planning For Your Business

Running a company means you have a lot on your plate.

That’s why we make it easy to set your business up for financial success.

Business Owner Protection

Your business is more than how you make a living—it’s an investment in your future and retirement. Let us develop a plan to properly protect you, your family, and your business from risk and taxation.


Private Wealth Management

As you continue along in life and accumulate assets, you often require the help of multiple service providers. For private wealth management, after reviewing your investment needs and objectives, we may refer you to other professionals for additional services including access to registered portfolio managers. This will provide you with options for customized portfolio management services and financial planning. These services are offered as a referral arrangement with Guardian Capital Advisors LP.

Working Together

Regardless of your wealth, it's great to have a cohesive strategy. In the case of our private clients, planning comes together by developing strong relationships with all of your service providers. We believe that your advisors shouldn’t operate in a silo—instead, we work with your accountants and your legal advisors on wealth and succession planning.  

Custom Investment Portfolio

As your wealth grows, you’ll be ready for a portfolio tailored to you. We work with world-class portfolio managers to develop your individual investment portfolio. 

Live Life

One of the things we notice about our private wealth clients is that they are often so concerned about their family’s nest egg that they don’t enjoy life as much as they deserve to. Part of what separates us is that we encourage our clients to put their own personal dreams and goals at the same priority as their wishes to take care of the family.


Estate Protection 

You’ve built your business from the ground up—make sure it ends up in the right hands. Our comprehensive corporate estate strategies protect your assets when it comes time to transfer ownership after your passing. Each of our clients have different goals for the next generation, and we make sure these longer-term goals are accomplished in a tax-efficient manner.


Critical Illness 

What happens to your business if you become unable to manage it? Buy/sell agreements, new hires, and replacement staff all come with a cost, and our expert financial advisors can help you put a plan in place to mitigate these costs.

PFYB: Business Owner Protection

Group Benefits

The right group coverage can go a long way toward productivity and success. Get customized benefits solutions that check all the right boxes for your business.


Group Benefits

Get your employees the protection they deserve, without lifting a finger. Our financial planners make it easy to navigate the benefits process to find a plan that checks all the right boxes for your business. 

PFYB: Group Benefits
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