TOLCO Financial $trategies

Description

Our role as a Registered Employee Benefits Consultant is to help your company provide cost effective employee benefit plans that are effective to attract and retain the best employees. The key to our success is being creative in all areas of planning. We develop plans that provide a single benefit that can do 'double-duty'. Our computer systems and abilities to help you select and monitor your benefit plans are unsurpassed.

Once again there is an advantage of dealing with TOLCO due to our unique Internet offering. We can build and maintain a powerful RRSP application package that is designed exclusively for your employees. This system is designed to assess the employee's risk tolerance and suggest an investment strategy to meet their particular needs. It even fills out the application form for them ready for their signature.

The financial planning service we provide can profoundly affect the lives of our clients, their families and their business.

Selling Your Business The sale of your business is frequently a very attractive method of getting the value from your business. But how do you value your business? Who is going to buy it? If your key employees buy the business, how do they pay you the true value? What is the most tax-efficient way to handle the sale? We are not accountants or tax lawyers and we suggest you involve them in the decision. However, we can offer some very interesting estate planning considerations. Your business is not worth what you think it is valued. It is worth what someone else will pay for it.

You have spent a lifetime building your business. When it comes time to retire, what are you going to do? Transferring a Family Business 70% of family run businesses do not make it to the second generation and a full 90% do not make it to the 3rd generation. Often this is due to a business weakness of the person assuming control of the business. But, even if the person taking over the business is fully capable, how can control be passed in a very tax-efficient manner? Here is where TOLCO Financial $trategies can provide some guidance.

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