The Business Planners Financial Ltd. is dedicated to assisting clients with the preservation and enhancement of wealth.  Our professional advisors work with business owners, professionals and individuals to help reduce tax, manage risk and maximize net worth. 

Our understanding of the common challenges faced by Canadian tax payers puts us in an ideal position to develop strategies that will lead to enhanced financial success.  It is our special attention to the unique circumstances and financial position and goals of each client that sets us apart.  Our comprehensive planning process is designed to establish the client's priorities and implement strategies to meet their goals. 

Estate Planning × Retirement Planning × Succession Planning × Wealth Transfers × Corporate Restructuring

Wills and Trusts

• - Probate Reduction
• - Estate Creation, Conservation & Equalization
• - Tax Reduction
• - Family Trusts, Spousal Trusts, Alter Ego Trusts

Tax Planning

• - Corporate asset transfers
• - Retirement compensation arrangements
• - Individual pension plans
• - Corporate restructuring

Risk Management

• - Segregated Funds
• - Life Insurance
• - Disability Insurance
• - Critical Illness Insurance
• - Long Term Care Insurance
• - Private Health Services Plans
• - Travel Insurance