Quick Tip #19 – The Value of Planning Ahead

When you own your own business, you want to consider the various ways to cover the risks your business faces as well as ways to protect your employees. A financial security advisor can help you plan ahead to protect your business. For example, using insurance can help:

  • Fund a future capital gains tax on the shares of the corporation at death of the owner
  • Fund a buy-sell agreement at the death of one of the co-owners of the business
  • Provide key person coverage
  • Provide long-term debt retirement coverage in the event of the death of an owner or key person

4 Times More!


Make the most of your investable assets. Have a sound financial security plan.

Canadians who work with a financial security advisor have, on average, substantially more investable assets than those who do not.*

Just imagine what you could do with more.

So why wait? Together we can develop a personalized plan and start growing your wealth today.

I have made it my mission is to help you Eliminate Debt, Build Wealth and Leave a Legacy. Contact me today for your personal no obligation consultation.

Mr. Lauren Sheil – lauren.sheil@f55f.com – 613-295-4141

* The Investment Funds Institute of Canada, The Value of Advice: Report, Nov. 2011

Quick Tip #18 – The Value of Advice

One way to prepare for the retirement you want is with the help of an RRSP (registered retirement savings plan). But how do you know you’re on track? Is your plan going to allow you the retirement you’re hoping for?

An Ipsos Reid research study reported that almost 84 per cent of households with an advisor invested in RRSPs compared with only 36 per cent without an advisor. Working with a financial security advisor can help you feel more confident about achieving your goals, and more confident that you’re on track. [Ipsos 2011, Department of Finance, Canada]