At New World Financial we deal with Business Owners daily. Owning a business gives you a unique perspective that you don’t share with your key staff or your family and friends. We know it’s lonely at the top.

Your Personal Assets and You Business Assets need to be separate but moving towards the same goal – more money in your pocket.

You need access to liquid assets because you need to be at the door when opportunity knocks, whether it’s a bargain on raw material or a competitor unexpectedly leaving the market.

You need security and principal guarantees. There is plenty of risk already in your markets, and you need to know that when you need your capital it will be there for you.

You want real returns, beating inflation so your money holds its value.

You want decent service and are tired of having your “Small Business Advisor” at the bank change twice a year.

You hate paying taxes. Enough said.

That’s what we are hearing from Business Owners all over Toronto. The team at NWF works with customers like you about how their financial planning is affected by your decisions on

• the small business deduction
• bonus down strategies
• the lifetime capital gains exemption
• income splitting with family members
• pension planning tools like IPPs and RCAs
• shareholder agreement funding tools
• holding companies, trusts, and many many more