When a founding owner desires to retire within 10 or 15 years, Succession Planning may be necessary today.
We can help you plan to sell, or to pass the company on to the children or another key-person successor while reducing capital gains taxation.
Key business leaders can assure that they are covered with both disability insurance to replace income, and life insurance to meet capital needs and cover liabilities such as company debt. With proper planning, insurance allows you to hire another key leader in the event of a disability, critical illness, or death for the short or long term.
Where ownership is involved, buy-sell agreements backed by life and disability insurance are essential for fair transitions when an important individual's shares need to be redeemed. We specialize in helping your business protect its future.
Mutual Funds and Segregated Funds provided by the Fund Companies are offered through
Worldsource Financial Management Inc.
Other Products and Services are offered through PIB Financial.
All information provided is believed to be accurate and reliable however, we cannot guarantee its accuracy. Worldsource Financial Management Inc. will not be held liable for any inaccuracies in the information presented, nor will WFM be held liable for any software damages resulting from the use of this website. Mutual funds are offered in Canada only.