Business Owners and Professionals

Our team specializes in helping small businesses to address financial issues that affect the economic viability and success of both the company and its principles.

The following is a list of services we provide to businesses and their principles:

Executive Financial Planning Service
Retirement Compensation Arrangements (“RCA”) and Individual Pension Plans (“IPP”)
Buy/Sell Agreements
Disability Insurance Carve Outs
“Key Person” Insurance
Succession Planning Services
Executive Money Management Services
Cash and Credit Management Services

If you are an executive or business owner and would like more information on how we can help, please click here for an initial consultation.

We also produce our own in house newsletter every two months – IPC’s Business Owner Report – If you would like to be on our email list, please click here.

Disclaimer: The information contained herein is for ON, AB residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.