For Business Owners
Woodstock Office: 112 Springbank Ave N. Tel: 519-539-8212 | 1-888-539-8212
Burlington Office: 200-5045 South Service Rd. Tel: 905-319-8977 | 1-844-319-8977

Financial Planning for Business Owners


Business owners that partner with Green Private Wealth Counsel receive advice and strategies relating to shareholder protection, corporate investment strategies, Group Benefits, Life and health insurance. You will learn strategies for preserving your wealth and investing your company profits for retirement. We work with you to develop a financial plan focusing on your specific needs.

  • 1. Discovery Session
  • 2. WES Blueprint
  • 3. Wealth Enhancer
  • 4. Wealth Protector
  • 5. Tax Integrator
  • 6. Wealth Transfer
  • 7. WES Reviews
  • 8. Friends and Family

1. Discovery Session

Through our Discovery Session we will gather the relevant information on your business and personal plan and spend time learning about your goals and dreams. This would include recent financial statements, Income tax returns, shareholders agreements and information on any investments or personal and corporate insurance policies.

2. WES Blueprint

We will provide you with an initial review of your situation including a written financial plan. Also included is a professional opinion on the risk protection, investment strategies and business structure around your business. We will identify any areas that need improvement or adjustment.
Once you have decided to move ahead with the implementation of our recommendations we will focus on the following areas.


3. Wealth Enhancer

Through the Wealth Enhancer process you will see how our relative strength investment strategy can position your investments for growth over the long term with protection from significant volatility. Registered Retirement Savings Plans (RRSP's), Tax Free Savings Accounts (TFSA's) and holding company investment strategies will be explored. Converting corporate profits to a retirement income stream in the most tax-efficient manner is our expertise.

4. Wealth Protector

The Wealth Protector process identifies if there are gaps in your current insurance plan. We look at life insurance, critical illness Insurance, disability insurance, long term care insurance and health plans. Where there are partners in your business we will review shareholders agreements and ensure that insurance is in place to properly fund them. Understanding your risk is the first step in determining what protection makes sense for you.

5. Tax Integrator

No one wants to pay more than their share of taxes. You will see how using proper corporate structure and choice of investments your tax bill can be minimized now and in the future.

6. Wealth Transfer

Succession Planning ensures a smooth transition of your estate and/or business to the next generation. We have helped many clients through this process and our advice can reduce stress and ensure your wishes are met in the most efficient manner.

7. WES Reviews

It is an important part of our financial planning process to keep our clients informed of the progress we are making to help them achieve their goals. Accordingly, we will schedule regular reviews to report, analyze and adjust your plan to keep you on track.

8. Friends and Family

As a service to our clients we offer a complimentary Financial Planning review for friends and family members. This is a short 45 minute meeting where we ask a few questions to see if they are getting the same quality of service and advice as you are.

As a result of our meeting, your friends or family members are either reassured that they are on track to meet their goals or we are able to identify items of concern that should be addressed in their plans.

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