Business Owners
We get it. We're entrepreneurs at heart, and we understand the challenges you have to overcome.
We know that your personal and professional lives may intertwine in ways you had not anticipated, especially when it comes to your personal finances. So, no matter where you are in the life cycle of your business, we can help you deal with the details to keep your personal finances organized and on track.
We can provide assistance in areas such as:
- Tax and estate planning
- Transitional strategies
- Group health and investment plan programs
- Deferred profit sharing programs
- Foreign exchange strategies and services
- Stock option strategies
- Retirement planning
Managing cash, the essential fuel of your business
Don't let a natural disaster derail your business
Year-end tax tips for businesses
Mentoring: The 15-Minute Game Changer
Amortizing Loan Calculator
Cash Flow Calculator
- Bonnie Cyre
- 193 West 2nd Ave Suite 103 Qualicum Beach, BC V9K 2N5
- T: 250.752.8184
- F: 250.752.8154
- TF: 888.752.8184
- Map & Directions
- Map & Directions
Website legal disclaimers
Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund.
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund.
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