Corporate Planning

Corporate Planning Canada

Business Continuation & Consulting

While most businesses are protected against unforeseeable risks to their capital assets – fire and theft for example – risks to human capital are often overlooked. Business continuation planning helps mitigate the risks of losing key personnel or the loss of the owner(s) due to premature death, disability or critical illness. It allows your business to continue operating during these unplanned events.

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Family Protection

You and your family rely on your business as a main source of income to provide for them, but what happens if something happens to you, the business owner? Let’s make sure that the financial needs of you, your family and your estate are met in the event of death, disability or critical illness to allow your family to maintain their lifestyle.

Business Succession Planning

Business succession planning is the process of determining how you are going to transfer your business ownership and transition out of a business management role while maximizing your personal financial security. While it’s possible to structure your own succession plan, professional advice can be invaluable and essential if you anticipate that your business will have market value based on something other than your personal skills and goodwill when you retire. The size and complexity of your business will determine which professionals and resource groups will be needed to coordinate the process.

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Estate Planning

Estate planning is the process of organizing the transfer of your personal and business assets to specific people or charities when you die. In addition to determining who should receive your assets, estate planning also considers the needs of surviving family members, any outstanding obligations you may have, a plan for business succession and tax-minimization strategies.

You can book an appointment online to find out more or call True Life Insurance today at 613-322-2708.

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