Integrated Investment Management and Financial Planning for Business Owners.
We have worked with successful business owners across Canada for decades. We know how
much focus it takes to run a business. That can leave little time to manage the results of your success. Things like investments, RRSPs, TFSAs, Holding companies, insurance, and so on. Our job is to understand your goals, to develop thoughtful financial plans to minimize tax with your investments, and to work with your legal and tax advisors so your financial world is
perfectly integrated and coordinated. So you can focus on the business. Because the financial world we live in is becoming increasingly complex, we are a multidisciplinary team backed by some of the best administrative professionals in the business.
Stephen Cudmore is a Certified Financial Planner and Family Enterprise Advisor candidate (FEA). The FEA is the leading Family Business Advisory designation in Canada. Stephen's role is to understand your family goals and complexities, to create a roadmap to enable you to see into the future clearly, and to develop a written plan to coordinate and simplify your investment, insurance, business and personal financial assets.
Recognizing tax plays such a significant role in your life, Stephen works closely with our own CPA, Garth Doiron in developing these plans, finding tax savings opportunities and integrating our work with your own CPA so when you are not running the business, you can do the things in life that your success enables you to do. Developing plans to achieve your goals is at the core of what we do. Ultimately, we need to deliver the investment results to drive these plans.
Jonathan Ross is our investment expert on the ground on PEI. He works closely with our investment team in Toronto in executing our dynamic asset allocation decision making framework designed to protect your capital and drive these results.