Fee Only Business and Corporate Financial Planning
Developing a sound business financial strategy to maximize gains and minimize losses customized to your needs is our specialty. Whatever your situation is we know we can help!
Fee-Only Financial Planning for Business & Corporate
From big picture to small details, we can help you with your investment needs.
Working with our team you can expect all of the benefits of our Personal Financial Plan plus:
- Corporate Investment Audit
- Buy-Sell Review & Funding
- Corporate Risk Management & Insurance Strategies
- Corporate Structure Review (Opco / Holdco / Trusts)
- Corporate Tax Planning Concepts
- Business Succession Planning Review
- Compensation Overview
Also Included
- A Comprehensive Financial Plan (Hard Copy & PDF).
- Discovery Meeting & Plan Presentation.
- One Plan Update or Revision (if needed).
- Up to 4 additional review meetings over one year (including coordination with your accountant or lawyer).
Note: Not all categories apply to all clients. Fee does not change based on inclusion or exclusion of topics.
Why Choose Tetrault Wealth?
Rob Tetrault, a reputable fiduciary advisor & portfolio manager, leads a team of Certified Financial Planners dedicated to your success.
We are a renowned Canadian wealth management firm specializing in holistic, custom financial strategies tailored for Canadians.
We:
- Provide peace of mind with clear, unbiased advice
- Offer fully customized, scenario-based planning
- Remove financial stress by managing the complexities for you
- Leverage 125+ years of combined expertise
- Operate with integrity – Rob has served on CIRO’s national fiduciary oversight board for several years.
All client accounts are protected by the Canadian Investor Protection Fund (CIPF) and regulated under the Canadian Investment Regulatory Organization (CIRO)
