The fact is:

While most business owners realize the benefits a well structured business, with proper planning and corporate-owned insurance, many do not realize that there are many strategies that only an experienced adviser can help you develop and implement. The correct strategy can provide you and the other partners or shareholders with the protection they need as well as a source of cash for business purposes.

These are some of the benefits that a well thought strategy can heap:

  • Minimize the corporate tax bill;
  • Fund a buy-sell agreement;
  • Cover the loss of a key employee;
  • Secure a loan;
  • Fund a capital gains liability
  • Fund new business opportunities;
  • Expand the businesses or pay for other operational expenses;
  • Provide a source of supplemental retirement income for key employees;
  • Access a source of cash for emergencies

 By helping you to have a clearer view of where your business is today, the next steps you need to take, and by supporting you with expert advice when necessary, your level of stress, anxiety and worry about the future goes down. This will make you more confident and in control of your future. We have been helping business owners face the most challenging times in their lives by providing timely and constructive counsel and advice.

 

What make us different?

We listen and we wait for our turn to speak.

We are committed to establishing a relationship based on keeping promises, respecting boundaries, communicating and understanding what you want to accomplish in life.

We design and implement financial plans that integrate cash flow and debt management, insurance and investment planning, as well as retirement and estate planning.

Moreover, we will create a financial plan that coordinates the work of financial, banking, insurance, investment, accounting and legal professionals.

Check the About Us page for more details.

 

Getting Started:

Contact Jose Cid at 604 229 2332 or fill the contact form below.



Or focus is on you, our client. Our focus is to help you understand the possible outcomes of the different options available to you, inspiring you to think beyond where you are now; helping you move into action and supporting you along the way. Insurance products are provided through Customplan Financial Advisors Inc Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered. Privacy policy: https://ia.ca/privacy-policy

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CONTACT US
  • 1090 West Georgia Street Unit 1160,Vancouver, BC, V6E 3V7