PERSONAL FINANCIAL PLANNING

At The End of The Day…It’s About You!

When it’s all said and done, retiring successfully is the ultimate goal. Many business owners don’t have a personal financial plan. Our financial advisors work with our clients on a  personal level–ensuring a complete and successful exit strategy.

ONBusiness Chartered Professional Accountants is independent from financial institutions and can represent you with an unbiased opinion of your affairs.

Our Personal Financial Planning Services Include:

  • Retirement planning
  • Estate & trust tax planning, compliance, and administration
  • Financial planning
  • Insurance planning
  • Investments – Monitoring rates of return
  • Life insurance analysis (adequacy and structure)
  • Maximization of wealth transfers
  • Charitable giving
  • Succession planning
  • Tax planning and compliance
  • Valuation services
  • Will reviews
  • Net Wealth Analysis

Accumulating wealth is hard work, so we want to help you protect it.

ONBusiness seamlessly handles complex tax situations and will deal with challenging family and inheritance issues. We endeavour to always go a step beyond, with asset management and planning services that will help you manage and preserve your wealth.

Our experienced CPA’s have a deep knowledge of financial and business affairs, and peerless technical competence in income, gift and estate tax planning, and compliance.

We also have strategic relationships with sophisticated service providers to help with legal issues, wealth management, brokerage, private banking, insurance, and pension issues.