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Business Financial Services

“In our after-tax world, profit isn’t enough”

At , we are experts at helping you to maximize the value of your greatest asset: Your Business!

You are working hard, you have taken tremendous risk and many people depend on your success. Is anyone working hard FOR YOU to:

lower your total risk;
minimize your total tax bill and co-ordinate your tax structure;
protect the people who depend on you;
maximize the wealth you generate;
ensure there is an ultimate purchaser for your business; and
keep your legacy intact ?


Let manage your plan, so you can manage your business.

We would like to talk to you about our offering for small business owners in the areas of :

Risk Management
Wealth Management Services for Business Owners
Tax Analysis
Employee Benefits


1050 Morrison Dr., 3rd Floor
Ottawa, Ontario
K2H 8K7

Toll-free: 1-800-267-1964
(or 613-226-1964)
Fax: (613) 226-8402