STRATEGIES FINANCIAL HEALTH

Better prepare for retirement,
minimize income tax, optimize
portfolio performance; these
are legitimate and
accessible goals.

To know more

Financial Planning

Financial planning for entrepreneurs involves very specific elements. Business owners often expect the value of their business to provide a retirement income. Thus, the transfer and / or sale the business warrants special attention.

The seller must be certain that he is receiving the optimal value so it is important to start planning early.

If an outstanding balance remains after a transfer of ownership, the seller must ensure that the buying party has made all necessary provisions to safeguard the obligation in case of death, critical illness or disability.

Impact Financial Strategy Inc. is proud to be at the forefront of financial planning strategies. Our mission is to help you succeed in what will likely be your most important transaction.

Summary table

Financial security

Estate planning

Succession Planning

Retirement needs:

  • Maintain Standard of Living 
  • Minimize Income Taxes
  • Diversification
  • Revenues
    • Asset Mix
    • Pension Plan
  • RRSP
  • Savings
  • Asset Acquisition
  • Asset Protection
  • Inflation Protection

Disability, CI, LTC

  • Living Will
  • Power of Attorney

Education

  • Children’s Education
  • Children’s Wellbeing

Family needs:

  • Maintain Standard of Living
  • Debt Repayment
  • Goal Realization
  • Minimize Income Taxes
  • Income Splitting
  • Estate Protection
  • Estate Optimization
  • Fair Wealth Distribution
  • Gift Giving
  • Family Trust
  • Will

Corporate needs:

  • Retention of Key Personnel 
  • Executives' Financial Needs
  • Personnel’s Financial Needs
  • Corporate Credit Protection
  • Cash Flow Needs
  • Financing of Buyout Agreements
  • Refunding of Buyout Capital 
  • Fair Market Value Optimization
  • Successor Training
  • Transfer of Control 
  • Access to Interdisciplinary Team of Professionals
  • Access to Best Advice
  • Business Succession Planning Committee