Personal Services

Small Business Planning
The integration of your small business (corporate or proprietorship) may provide some unique planning opportunities. Macdonald, Shymko & Company can help you to take advantage of those opportunities, which may include: · Income splitting opportunities.

  • Assessment of appropriateness of corporate structure (if not Incorporated).
  • Risk management regarding your business or corporation (insuring special risks).
  • Debt strategies.
  • Bookkeeping, financial statement and Income Tax preparation.

 

Risk Management
Adequate insurance is a cornerstone of good financial planning. You've worked hard to acquire your assets, including your ability to earn a living, and we'll help you review how much protection you should have in place to ensure you're covered if something goes wrong.

Our risk management services include:

  • An analysis of your current insurance needs, and your current coverage to ensure that your assessed needs are being met.
  • Recommendations for changes to your insurance program where appropriate.
  • Referrals to appropriate insurance providers when necessary.

More about Cash management, Estate planing and administration and Retirement planning...
 

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