“The trouble with the future is that it usually
arrives before we are ready for it.”
– Andrew H Glasgow
These words capture the essence of life, the little control we have, the importance of our health and its influence on our business, our family, our desired lifestyle and perhaps best known as our collective wealth.
Accountants like family physicians share a similar role in that both professionals are integral in evaluating and maintaining our health – physically or in business.
The Trusted Plan works alongside your accountant to preserve and protect your collective wealth by addressing business risks associated with failed health or business threats.
Daily risks and threats to business health
Injury or Illness to Business Owner,
Partner or Key Employees
Death of Business Owner,
Partner or Key Employees
Tax & Inflation Impacts on
Business & Estate Values
Being Sued?
Going after what you’ve built
Replacing these risks with peace of mind takes 3 steps
Step 1: Getting to know you
Getting to know you, your business, what keeps you up at night and what matters to you the most.
Step 2: Review
Together we review and implement cost effective strategies to preserve what you have built at work and at home.
Step 3: Peace of Mind
Once your Trusted Plan is in motion you can focus on what matters to you most today, tomorrow, and when you are no longer here.
A collaborative, team approach.
Obtaining peace of mind for your business requires the input of your existing team of business advisors. The integrative nature of The Trusted Plan connects entrepreneurs with critical missing professionals in the areas of accounting, law, tax, strategic investments, lending, or actuarial assessments.
Collectively these professionals form a network of satellites surrounding the business owner providing a three-dimensional, impartial, comprehensive Trusted Plan.
Alberta, British Columbia & Nova Scotia