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


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.

FAQs About Our Corporate Planning Solutions

You want to maintain your company’s flexibility, longevity, and prosperity well into the future. Part of this involves effective corporate planning with a team of advisors who care about your business’ success. We have answered a few questions we commonly receive about corporate planning below.

What does corporate planning involve?

Corporate planning can be adjusted to what your business needs and its long-term goals. But for many corporations, planning involves creating retirement compensation arrangements, incorporation set-up and analysis, overview analyses, business valuations, and more.

When should I begin corporate planning?
Now! Wherever your corporation lies in its lifecycle, that is the best time to start corporate planning. Whether your corporation is new to its industry or you are looking forward to the sale of your business, having the right plan in place is paramount to your success.
What is your philosophy for corporate planning?
We maintain a values-based corporate planning philosophy that maximizes success for our clients. We recognize that the true value of your corporation cannot be fully realized in monetary terms and recommend strategies that take on a holistic viewpoint of the future.
Why should I partner with you?
We promise to fully understand your corporate planning needs, draw upon our extensive resources, and provide solutions that are right for your specific operation.
How do I start the corporate planning process?
Start the corporate planning process by contacting us and speaking with one of our advisors about the steps you should take next.

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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