Cordis Financial For

Business Owners

We provide financial planning services for business owners at all stages of business growth and involvement. Business owners wear many hats — we want to help make sure your money works as hard as you do. See how we work with businesses to address their unique financial concerns and aspirations. (Names have been changed to protect privacy. Testimonials are provided with permission.)

Intro

Family Business

T and E worked in the family business starting at a young age. Over time, they took on jobs with more responsibility.

Details

Map Out The Transition

Challenge

As their parents neared retirement, T and E needed help making a successful business ownership transition in a cost-effective way. We connected them with an experienced management accountant who worked with their lawyers and accountant to restructure the company and map out the transition. T and E clearly understood the process and worked with Laura to fund their new buy-sell agreement.

How Cordis Helped

Exploring group benefits
Assessing financial risks
Working with cash flow – ups and downs
Tax planning – working with change
Individual financial planning (retirement planning)
Succession planning

Over time, Cordis will continue to work with T and E on future business and personal needs, including the best options for their retirement.

How Can We Help?

Looking to understand and improve your current financial situation? We help people from all walks of life who:

Want to work with established financial institutions
Want to work within established financial rules and regulations
Are willing to be open and honest with us
Are open to advice
Want strict confidentiality

Reach out to us today so we can help you.

Get In Touch

10563 172 St.
Edmonton, AB, T5S 1P1

(780) 945-2881

info@cordisfinancial.ca