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Business Solutions

Our business solutions provide the support and competence your company needs. 

Business Capital Asset Management

Preserve what you’ve worked a lifetime to build

We never lose sight of the fact that your business is not just about the products, numbers and calculations, but about you, your values and your goals. We will work side by side with your accountants and lawyers to make a seamless process for you and your beneficiaries.

We can help preserve your wealth through:

  • Determining how assets are owned and distributed
  • Transfer of your business or partnership
  • Succession planning

Employer Retirement Plans

Provide a plan your employees can rely on

We help design a retirement plan that aligns with your business goals. 

Municipal Pension Plans

Find the solution for your pension plan

Our investment professionals are experienced in providing a plan that is cost efficient and customized to the needs of the Township. 

Our municipal pension solutions include:

  • Investment Management
  • Compliance
  • Actuarial Services
  • Accounting Services
  • Administrative Services

Succession Planning

Ensure your professional legacy

You've worked hard to get your business where it is now, and we know how important it is to have a plan when you decide to exit. Our advisors work with your vision for yourself and your business’s legacy. This process can involve many complex financial decisions, and we will be there every step of the way to help you.