Business Owners
Strategies to help increase your personal cash flow, keep key employees and protect your business.
Strategies for Families
Customized solutions based on you, plans for you to accumulate and protect your wealth.
Latest News
2024 Federal Budget HighlightsApril 17, 2024 - 5:41 pm
Tax tips to know before filing your 2023 income taxApril 2, 2024 - 2:17 pm
Empowering Your Family’s Financial Future: A Comprehensive Guide to BudgetingApril 1, 2024 - 6:00 am
Exploring the Value of Group Benefit Plans for Your EmployeesMarch 6, 2024 - 6:00 am
British Columbia’s 2024 Budget HighlightsFebruary 23, 2024 - 11:12 am
Our Dealer
Importance of a Buy-Sell Agreement
/in blog, Business Owners, Buy Sell /by Alto, Chang and Associates Financial ManagementWorking as a partnership between 2 or more individuals is never an easy task, and the situation only gets more complicated when one or more of them exits the business. Protecting not only the business, but your personal interests, as well as your family’s future are very important objectives for any business owner, and should not be overlooked.
Easy Exit: Business Succession in a Nutshell
/in blog, Business Owners /by Alto, Chang and Associates Financial ManagementGetting into the world of business is a meticulous task, but so is getting out of it Whether you’ve just hit the ground running on your business or if you’ve been at it for a long time, there is no better time to plan your exit strategy than now.
Estate Freeze
/in blog, Estate Planning, tax /by Alto, Chang and Associates Financial ManagementAn estate freeze can be an integral part of your estate planning strategy. The purpose of an estate freeze is to transfer any future increase in your business’s value (generally shares) that you own to someone else.