Welcome to paradise! The ups and downs of owning your own business are such a blessing!


It takes a certain kind of person to provide the leadership and dedication needed to have a dynamite business! Whether you’re in start-up mode or are well established, having a good financial plan is the key to building your rock solid foundation.

So what’s the big deal? Surprisingly, the majority of business owners haven’t even thought about financial planning for their businesses. But just like anything else, planning is a road map that will guide you from where you are to where you want to be. If you’re serious about growing your business, you’ll definitely want to take a look at your priorities so you can manage your budget, expenses and income confidently.

Your top priorities probably include:

  • Business protection

  • Income protection

  • Group Benefits

  • Retirement

  • Exit Strategy

Here’s how we can help?


  • 12, 18, 24 months of ongoing coaching

  • budget design and review

  • by the hour, unbiased advice

All of the biggest and best entrepreneurs have had mentors. Why? Because it’s valuable! Having that expert knowledge and access to resources can help you overcome struggles you would otherwise be facing on your own. Where should you be investing for scalability and growth? Are you making the right decisions for your employees? We’re here to help guide you with financial coaching for your business. We hold you accountable and ensure you have realistic expectations for what your money can do for you.


Business protection has been a key financial priority for years, yet less than 1/3 of owners have a solution in place. Can you guess the most popular insurance solution for businesses? If you guessed life insurance you are correct! Yet only 1 in 5 owners have it. Protecting the future of your business and your income is always a good idea. Change happens! But if you’re prepared it won’t be as difficult to manage.

  • disability insurance

  • critical illness insurance

  • life insurance

  • group benefits


    There’s not doubt that you have a great product or service. You probably have a wicked team too! Investing in your businesses and your employees always has a great return. And when it comes to putting money away, diversity in the portfolio is especially important. It’s funny how owners tend to invest in their own industry, but don’t forget that no matter how good business is, sudden economic changes are far from fantasy. We recommend those that promise steady, slow growth.

    • RRSPs

    • TFSAs

    • RDSPs

    • Non-registered

    Debt Elimination

    • Debt Payoff Plans

    • by the hour, unbiased advice

    Business is good and you’re finally making some cash! Now you have the joys of paying off your initial investments into the business. Not only that, but now you have new expenses with the growing need for software or hardware to support your growth and employee or product development. How do you keep it all together so you can maintain a positive cash flow and prepared for upcoming purchases? We’ve said it before and we’ll say it again – a plan! Don’t let your business collapse under the weight of frivolous spending with no payoff. Let’s put together a strategy to keep you light on your feet and focusing on what you do best. This is what we do best 🙂

    Ready to start making your money work for you?