Topic: Insurance 5 good reasons for having life insurance
The right advice at the right time
Every business is unique. You turned an idea into a successful business and built it your way. Your business grows and changes over time. You need a trusted partner who understands your needs and can help you make informed decisions when it matters most.
Plan the transfer of your business and assets
The transfer of your business and wealth are major milestones that require careful planning. We help you put the right strategies in place to support business continuity, preserve your financial independence and protect family harmony, including:
- A structured succession plan for the sale or transfer of your business
- Tax strategies to help reduce the impact of a business sale or estate settlement
- Legal document revision and estate planning
- Creation of a testamentary trust or philanthropic fund
Protect and grow your wealth
You’ve invested significant time, money and energy into building your business. Now, you want to maximize the value of your assets and protect what you’ve achieved. We provide specialized guidance for your investment, financing and protection needs, including:
- Investment portfolio management and monitoring
- Financial planning strategies to help reduce taxes
- Financing solutions to help you seize business opportunities
- Insurance solutions to help protect your financial security and personal and business assets
Our strength: Understanding your needs
No matter what type of business you have, we understand that there are personal, family and business aspects to your wealth management needs. These priorities are closely connected and require a coordinated approach.
Your wealth manager and account manager work together closely to develop an integrated plan that combines business and wealth strategies and that evolves as your priorities change.
Benefits for business owners
A comprehensive approach tailored to your needs
Take advantage of an integrated, flexible plan that considers all your financial needs, including investments, tax planning, estate planning, financing, retirement planning and more.
Customized strategies
Our deep understanding of your personal situation and industry allows us to recommend strategies aligned with your goals and long-term vision.
Highly qualified multidisciplinary teams
Our teams work alongside specialists from different fields, including notaries and tax experts, to help bring your goals to life.
Competitive products and services
Take advantage of our exclusive products and services, including a broad range of investment solutions designed to help grow your wealth.
Specialized wealth management services
Our teams are dedicated to supporting business owners with complex wealth management needs every step of the way. Based on your profile and objectives, you’ll receive personalized support for your most intricate needs.
Let us direct you towards the solution that’s right for you by calling 1-800-224-7737 This link opens your phone app..
Make an appointment
By phone
Montreal area:
514-224-7737 This link opens your phone app. (514-CAISSES)
Elsewhere in Canada and the US:
1-800-224-7737 This link opens your phone app. (1-800-CAISSES)
We can also call you when it's convenient.
Our business advice
- Topic: Corporate finance Transferring your business: A complete guide for business owners
