TrustedAdvice.ca now has a series of resources curated from industry partners to work with business owner clients to address their specific needs – from the initial fact finding discussion to full continuity planning, and putting a buy-sell agreement in place, and more.
- Business owner fact find
- Business continuation planning
- Buy-sell agreement checklist
- Corporate life insurance
If you have any questions, or want to provide ideas for new resources to add to the site, please contact your local Financial Horizons Group contact.