OUR TYPICAL CLIENT
When implementing changes that affect your business and you personally, you want to make sure that any changes are applicable to you and that the benefits far outweigh the cost and effort to implement those changes.
Our solutions are specifically designed for individual business owners and professionals. We do not use a cookie cutter approach using pre-defined templates.
Consequently we have determined the categories of clients that are able to maximize the benefits of our services.
1. Business owners where the business has retained earnings of over $1,000,000 or annual after tax profits in excess of $300,000.
2. Individuals with capital gains of over $10,000,000.
3. Individuals with Registered investments of over $600,000
4. Individuals that are investing at least $100,000 a year.