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Business Consultation

We specializes in providing businesses, their management and employees with the full range of financial and risk management services and products including:

Risk Management and Business Succession Planning

For many entrepreneurs, the long hours and sacrifices over the years have paid off resulting in a financial asset that provides and income and financial security. The picture dims, however, when the subject turns to their plans for business succession. The majority of all entrepreneurs do not have a viable estate succession plan.

Whether a small family-owned business or a large corporation, two of the most critical issues that must be faced by business owners and shareholders is how to plan for the disability or death of the owner or shareholder, and how to minimize tax liability due on the transfer of the business or shares to heirs.

Your CANFIN Advisor can coordinate strategic legal planning, entity formation, trusts, insurance-funded buy/sell agreements, deferred compensation plans and business succession insurance plans to ensure the business owner, shareholder and their respective families and heirs are protected.

Employee Benefits

Presenting employees with a meaningful benefits plan is integral in retaining a quality workforce. Your CANFIN FINANCIAL GROUP Advisor will help you design, implement and service a customized benefit plan to address health, dental, vision, life insurance and long and short-term disability benefits. We have extensive experience in structuring and restructuring plans to provide maximum benefits at minimum cost, while providing clear communication to employees and employers alike.

Employee Retirement Plans

Methods of designing Group RRSP programs, profit sharing and defined benefit plans have changed substantially over the years. Your CANFIN FINANCIAL GROUP Advisor can analyze plan types to help accomplish your company’s overall goals, eliminate costly or underutilized features, and coordinate executive and employee retirement needs.