As a business owner, you need to have quality corporate, tax, estate, and financial planning in place so you can maximize your wealth, minimize your risks and reduce the taxes you pay - now and in the future.

And since the future includes stepping away from the helm at some point, our services include helping you to develop a succession plan that secures your financial future - long before your departure.

We become an active member of your professional team by working with your accounting and legal advisors to deliver innovative and valuable insights to maximize the efficiency of your efforts.

We start by getting to know you - your business, your goals, your vision, your family. We then develop strategies to help you reach your goals, and recommend the options that best fit your needs. It is our objective to work with you and your team to provide value-added guidance in order to help you succeed both corporately and personally.

We develop strategies to help you:

Owning and successfully running a business is challenging enough as it is. Having to worry about the challenges of long-term risk and succession planning on top of this can be overwhelming for many business owners. At FIRM Consulting, we work with you to ensure you have minimized your business risks and have your corporate affairs in order so you can focus on doing what you do best - growing your business.

Corporate Planning: We perform a comprehensive business review to ensure your business structure and finances are consistent with your personal and corporate goals.

Taxation Planning: We review your current personal and corporate tax scenarios and recommend strategies to ensure that you and your corporation are operating as tax-effectively as possible.

Key Person Planning: We work with you to develop benefits strategies to attract and retain individuals crucial to the success of your business.

Succession Planning: The decision to scale back your corporate involvement or extract yourself fully from corporate life is not an easy process. Loss of salary, identification of a successor, and share transition are all issues of significant concern. We work with you to formulate the right succession plan to complement your corporate and personal strategy, and minimize your risks.

At FIRM Consulting, we strive to help you achieve the right balance between your business goals and your personal goals. We are committed to helping you define and achieve your most important goals for your business, your family, and yourself.

Retirement Planning: We work with you to develop a cohesive and comprehensive plan to secure your retirement lifestyle.

Estate Planning: We develop complete plans with you to ensure that transfers to intended estate beneficiaries are maximized, while minimizing erosion to taxation authorities.

Financial Planning: We provide extensive financial guidance to deliver superior overall investment performance and service to our clients across a broad assortment of financial products that include: