Financial Planning for Entrepreneurs

Financial Planning for Entrepreneurs & Self-Employed

More than 15% of the workforce in Canada is self-employed.

Working for yourself has many benefits. But it has its own set of challenges when it comes to financial planning issues such as: saving for retirement, taxation and succession planning.

No business is too small to these issues. Karma Financial can help you plan for these unique issues.

Our financial planning process is designed to help business owners and self-employed individuals assess their risks, plan their financial future and implement solutions to maximize their bottom line.

Here are some of the ways that Karma Financial’s financial planning services will help you and your business:

Integration with personal planning
Tax effective investing
Business succession (buy/sell agreements)
Group benefit and retirement plans
Living benefits
Insurance Planning