Suzanne works with incorporated business owners, retired professionals and individuals with disabilities who are looking to maintain their financial freedom. By utilizing her financial planning expertise, she helps clients protect their wealth, reduce their taxes and ensure that their hard earned savings last.
Many incorporated professionals are faced with hard questions such as:
- Is it possible to protect my company’s retained earnings from being eroded by tax?
- How do I build a retirement income stream within my corporation? Can I create my own sustainable pension plan?
- What will happen to my company if I’m not around or become unable to make important daily decisions?
- When I’m ready to step away from the business, how will I sell my company or transfer it to my children?
Suzanne works with a team of financial planners as well as lawyers and accountants to ensure that these questions are addressed. They develop strategic financial plans, uniquely tailored to each individual client, designed to meet their evolving needs.
When working with individuals with disabilities and their families, Suzanne’s goal is to ensure that they are taking full advantage of the supplemental programs available. Special consideration is made to the additional costs associated with living with a disability and the complications this can induce for long term planning. Programs such as the Registered Disability Savings Plan (RDSP) are a top priority and every family’s unique situation is considered at length when developing a comprehensive financial plan.