Get in touch with Rob
Estate and Insurance Advisor
With your franchise unit in a strong structural position, with tax and risk exposure organized and in line, we can now focus on the future.
We want to initiate the level of growth now that will take you to the retirement you want down the road, and as part of an independent firm, we can select the right options with complete objectivity, which are designed specifically to meet your needs and your capacity for risk.
We provide and continuously monitor an investment plan that takes into consideration all your assets and opportunities, through your registered investments, private equity portfolios and your corporation or holding company.
Your growth plan involves:
- Building a portfolio and investing within your business
- Defining your framework for buy/sell investment decisions
- Building sustainable income streams to support your retirement lifestyle
- Balancing your risk/reward profile and aligning it with your cash flow needs
- Developing plans for business growth and multi-unit operations