Corporate Planning

Corporate Planning

As an entrepreneur, your greatest wealth-generating investment is your business. Your financial health now and long into the future depends on your company’s resiliency, flexibility and longevity. A vital component of your overall life planning is to ensure that, just like an investment portfolio, your company is well structured, financially sound, and protected from risks.

When discussing corporate plans, many complex legal, insurance, accounting and tax issues come into play. It can be difficult to find reliable, independent advice, and even harder to find professionals who will consider all of the personal and corporate implications for the immediate future, as well as the long-term.

Corporate Planning

EXECUTE THE RIGHT STRATEGIES

At BlueRock, we have partnered with top corporate planning experts who specialize in helping business owners. Whether you need to   BlueRock will make sure you have the complete financial, legal and tax advice to help you put in place the best strategies for your business and you.

Corporate Reorganization

Reduce risks for your business and structure vital financial and ownership arrangements for effective income, retirement and estate planning.

Retirement Compensation Arrangements

Allow your organization to make tax deductible contributions for the future benefit of designated individuals through a trust registered with the Canada Revenue Agency.

Corporate Planning

Incorporation Set up and Registration

Efficiently execute a thorough incorporation process as part of a complete roadmap for your business. Ensure your business establishes the proper corporate and share structure while protecting future flexibility.

Business Valuation

Determine a fair market value for your company based on historical and current financial data that accurately incorporates forecast growth or decline.

Overview Analysis

Develop a detailed roadmap of your corporation’s financial future in the context of how will ultimately impact your personal financial fortunes.

Medical Trusts

Create a flexible, customized employee benefit program that offers wide-ranging and long-term advantages and protection for your staff, their family and your company.


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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