Corporate Planning, Burlington, ON

Corporate planning involves considering both personal and corporate implications.

Financial planning is something that all people should consider so that they can reach both short and long-term goals. When you own a business in the Burlington, Ontario area, the income from it can represent a sizeable portion of your financial wealth. This fact makes corporate planning essential for the health of your business and for your personal financial goals. With corporate planning assistance from our partners at BlueRock Wealth Management, you can have peace of mind about your business. These services will help you protect your company from risks, remain financially sound, and have the solid structure it needs to grow and survive for the long term.

Corporate Planning

Corporate planning involves several different topics. Every business is different, so services are tailored accordingly. You’ll be matched with the best advisor based on your goals and values. Upon the setup of a corporation, the focus will be on handling incorporation correctly and organizing ownership arrangements. For protection from risk, retirement compensation and medical trusts will be evaluated. To develop structure, the right strategies for a detailed roadmap of your company’s financial future will be investigated. In addition, exit strategies will be addressed that consider your company’s fair market value and involves business succession planning.

Corporate Planning

We understand that corporate planning must involve both the personal and corporate implications for the current time and the future. Let us make the many complex issues, including tax, accounting, legal, and insurance, understandable. We will work together with you and with our corporate planning partners, so you can create the future you desire for your company and your family.


At BlueRock Wealth Management, our partners can assist with corporate planning in the Southern Georgian Bay Region, including Collingwood, Creemore, Thornbury, and Wasaga Beach. We also serve most of South and Central Ontario, including Toronto, Oakville, Burlington, Kitchener, Waterloo, Guelph, Caledon, Barrie, Orangeville, Saugeen Shores, and Owen Sound.

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