Financial Planning for Professionals is designed to assist Doctors, Lawyers, Small Businesses and Entrepreneurs.
E.E.S. provides to professionals / business owners all the services of the ‘Gold’ Service clients with further focus on the following:
- Integrating small business planning with personal finances
- Assist in determining optimal levels of income/ dividends to be paid
- Income splitting with spouse and children
- Communication of new tax rules and changes
- Optimization of the small business deduction
- Insurance planning for business owner
- Estate planning for a business owner
- Assist in setting up Individual Pension Plans
- Assist in setting up Family Trusts
