Corporate

 

Corporate financial planning is essential in the growth and maintenance of your company. We work along side you to make the right decisions at the right time. This involves growth tracking, tax planning, insurance review, debt, and investment management through Gold Investment Management Ltd.

 

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The following represents some of the information we need to gather so that we can create your financial plan:

• Group Insurance Plans
• Group Retirement Plans
• Employee Benefit Packages

• Business Insurance
• Succession Planning

INCOME

• Tax returns (ie: last year’s Notice of Assessment)
• Pay statements
• Employer pension statements
• Most recent CPP statement

DEBT

• Budget of personal and living expenses
• Loan statements (or balance owing)
• Mortgage information (balance, renewal date, carrier)
• Credit card balances

INSURANCE

• Life insurance
• Living benefits
• Information on Will and Power of Attorney
• Employee benefit booklets (group and pension)

INVESTMENTS

• Savings bond information
• Investment statements (most recent)

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