The Importance of Collaboration between your Professional Advisors:

The Importance of Collaboration between your Professional Advisors:

A tangible benefit of collaboration and improving communication between advisors is a greater understanding of the roles and responsibilities of each advisor when working on a joint client matter. It can also ensure that all the advisors understand the client’s goals and objectives and how each contributes in helping the client succeed.

Professional advisors who value collaboration with other professionals put their clients interests first at all times. Each advisor owes a duty of loyalty to the client above there own economic self interests. My experience has shown me that success comes when you focus on helping your clients become more successful.

Below are links to articles from third party articles to help you, the business owner, at various stages throughout your career.

Salary or Dividends

RSP’S: A smart choice for Business Owner’s?

Retaining Investment Income in your Corp?

How business owners can maximize excess profit

Corporate Asset Efficiency

TAX & Estate Planners’ guide to Corporate Life Insurance

The Business Owner’s guide to Wealth Management

Equitable Life Corporate Preferred Retirement Solution & Corporate Estate Transfer Solution---it’s all about the tax!

Equitable Life Corporate Preferred Retirement Solution & Corporate Estate Transfer Solution---it’s all about the tax! Cont...

RBC Insurance Group Benefit Solutions - Product Overview

RBC Insurance Protect Your Family's Legacy with Estate Planning

The Capital Dividend Account

Buy-Sell Agreement Planning Checklist

Business Succession Planning - A Guide for Business Owners

Estate Planning Guide - Taxes at Death