Personal Financial Planning

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PERSONAL FINANCIAL PLANNING

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
CONTACT US

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.

PERSONAL FINANCIAL PLANNING

TAX PLANNING

Developers, owners, investors, and lenders seek out ONBusiness to design and develop a wide range of management reports that offer a “bigger picture” of their business.

PERSONAL TAX RETURNS

ONBusiness Chartered Professional Accountants pride themselves in their commitment to accuracy and professionalism. From receiving your files to the final step of electronic filing, We’re ON It!

SUCCESSION PLANNING

When retirement is on the horizon or you’re stepping down, it’s essential that a succession plan be in place to ensure a smooth transition that is well-planned and tax efficient.

ESTATE & TRUST PLANNING

Ensuring the next generation is well cared for, providing for a charitable organization you support, seeking the transfer of a business to loved ones; each demands diligent estate and trust planning.

OUR SERVICES

Winnipeg Location
(St.Anne’s RD.)

Winnipeg Location
(Main St.)

Steinbach Location

25 St. Anne’s Road
Winnipeg, MB
R2M 2Y1

Phone: 204.985.6767
Fax: 204.255.6045

2450 Main Street
Winnipeg, Mb
R2V 4H5

Phone: 204.667.8292
Fax: 204.667.8352

104 – 32 Brandt Street
Steinbach, MB
R5G 2J7

Phone: 204.326.3849
Fax: 204.326.3469

Winnipeg Location
(St.Anne’s RD.)

25 St. Anne’s Road
Winnipeg, MB
R2M 2Y1

Phone: 204.985.6767
Fax: 204.255.6045

Winnipeg Location
(Main St.)

2450 Main Street
Winnipeg, Mb
R2V 4H5

Phone: 204.667.8292
Fax: 204.667.8352

Steinbach Location

104 – 32 Brandt Street
Steinbach, MB
R5G 2J7

Phone: 204.326.3849
Fax: 204.326.3469