When a founding owner desires to retire within 10 or 15 years, Succession Planning may be necessary today.
We can help you plan to sell, or to pass the company on to the children or another key-person successor while reducing capital gains taxation.
Key business leaders can assure that they are covered with both disability insurance to replace income, and life insurance to meet capital needs and cover liabilities such as company debt. With proper planning, insurance allows you to hire another key leader in the event of a disability, critical illness, or death for the short or long term.
Where ownership is involved, buy-sell agreements backed by life and disability insurance are essential for fair transitions when an important individual's shares need to be redeemed. We specialize in helping your business protect its future.
Products or services related to investments, investment recommendations, financial planning, retirement planning, and investment reviews are provided through our mutual fund dealer Security Financial Services and Investment Corp.
Insurance sales are not conducted through Security Financial nor are they the business of Security Financial. Insurance sales are conducted through Allen Wong and Associates, a Managing General Agency
Security Financial Services & Investment Corp.
4665 Yonge Street, Suite 309
Toronto, ON M2N 0B4