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.
Strategies to help increase your personal cash flow, keep key employees and protect your business.
Customized solutions based on you, plans for you to accumulate and protect your wealth.
Retirement Planning for Business Owners
/in blog, Business Owners, corporate, Retirees, RRSP, tax, Tax Free Savings Account /by Alto, Chang and Associates Financial ManagementRetirement planning can be a complex process for us all, but if you are the owner of a small business it may can get even more complicated, due to the various factors and circumstances that you have to take into consideration. A common mistake made by small business owners is reinvesting extra money to grow their business, at the expense of putting it aside to save for their retirement.
Paying for Education
/in blog, education, RESP /by Alto, Chang and Associates Financial ManagementPost-secondary education can be expensive, however having the opportunity to plan for it helps with making sure that you’re capable to meet the costs of education. In addition, when you have a plan, it’s easer to make financial decisions that align with your goals and provide peace of mind.
Shared Ownership Critical Illness
/in blog, Business Owners, corporate /by Alto, Chang and Associates Financial ManagementShared Ownership Critical Illness offers business owners and incorporated business professionals a way to access the retained earnings in their corporation or provide benefits to a key employee.
Talk to us to see how we can help you.