Financial advice for business owners

For the second year in a row, T.E. Wealth’s Montreal team will be showcasing its financial planning expertise at the annual Stratégies PME event, a tradeshow geared toward small and medium business owners in Quebec. Last year, the event attracted nearly 6,000 attendees.

When you own or operate a small business, planning your personal financial future may be last on your list of priorities. Most likely, you’re too busy growing your business, building your dream team, fine-tuning your marketing and making sure the financial results follow your business plan.

But what about your own personal financial planning?

Should you remain self-employed or incorporate? What will happen to your business when you’re no longer there, or unable to run it? What’s the impact of your marital status on the ownership of company assets? Should you pay yourself a salary or get paid in dividends? Do you have a shareholder agreement that meets your needs? How will you finance your retirement?

These questions and more will be answered by our in-house financial planning expert Karen Hennessy, who will be giving a talk at the event. T.E. Wealth will also set up an information booth for the duration of the tradeshow, where our team will field questions from visitors.

The fifth edition of Stratégies PME will be held at Montreal’s Palais des congrès on November 23 and 24, 2016. More information at Call us at 514-845-3200 for your complimentary ticket.

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