Enhance your retirement income with a tax-efficient strategy that leverages life insurance.
LEGACY PLANNING
Protect your life's work.
You’ve poured everything into building your business—don’t leave your future to chance.
LEGACY PLANNING
Turning success into stability.
A successful business doesn’t automatically mean long-term financial security. Succession and tax planning can all play an important role in ensuring your years of hard work translate into lasting family wealth if you take the time to develop an effective business exit strategy and estate plan. Build your legacy with tax effective strategies that align with your goals.
Insured Retirement
Corporate Estate Planning
Protect your business legacy and minimize tax impacts with strategic corporate estate planning solutions.
Charitable Gifting
Leave a lasting legacy and maximize tax advantages by integrating charitable giving into your financial strategy.
Family Legacy Planning
Preserve wealth, minimize conflict, and ensure a smooth transfer of assets with thoughtful family legacy planning.
Fund Management
Optimize and protect business assets with strategic fund management solutions tailored to your financial goals.
Trusts
Protect assets, reduce taxes, and ensure controlled wealth transfer with customized trust solutions.
Secure your legacy with strategic estate planning.
Smart Exit Strategies
Whether you’re transitioning ownership or planning retirement, we ensure a smooth exit, minimized tax impact, and long-term financial security for you and your business.
Protect Your Wealth
From capital gains planning to individual pension solutions, we help you optimize your financial future—so you can enjoy the rewards of your hard work.
Personalize Your Retirement
We help business owners plan for the future with succession strategies, tax-efficient wealth management, and personalized retirement solutions to protect what they’ve built.
Translate those years of work into a lasting legacy with a smart strategy.
What else do you need support with?
Employee Benefits
Build a workplace that attracts, rewards, and retains top performers with competitive benefits.
Executive Benefits
Taking care of your leadership team gives them the clarity and confidence to focus on your business.
Group Retirement
Build loyalty through a long-term commitment to employees’ future with retirement plans.
Shield your business from the unexpected.
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Your Partner in Benefits, Insurance, and Retirement.
CONTACT US
Pelorus Advisory Group
200 Ronson Drive
Suite 310
Toronto, ON M9W 5Z9
PHONE
(905) 850-3330 x224
BUSINESS
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