For Businesses and Business Owners

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SERVICES
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1.
Wealth Management

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2.
Financial Planning

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3.
Insurance Planning and Risk Management

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4.
Employee Benefits and Pensions

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5.
Succession Planning

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1. Wealth Management

As profitable businesses accumulate wealth, a strategic focus on managing that wealth becomes increasingly important. The team at D.H. Roberts Financial Group Inc. has considerable expertise and training in this specialized area.

We provide our clients with:

  • Professionally managed investments that minimize risk, provide diversification, and generate effective yields
  • Thoughtful advice for a smart, secure, long-term wealth management plan
  • Estate and succession planning that addresses efficiencies and enables greater returns

2. Financial Planning

Whether you are a seasoned business owner or in the early stages of building your company, creating a financial plan is the best way to maximize your investment. D.H. Roberts Financial Group Inc. works with business owners to create a customized plan that minimizes risk and leverages opportunity.

Our knowledge of the Canadian financial landscape is extensive and we are committed to using that knowledge for the benefit of our clients. Some examples of what we do are:

  • Corporate investment planning and portfolio diversification
  • Preparing financial contingencies
  • Managing debt and leveraging profit
  • Maximizing dividends
  • Incoming splitting and tax planning

3. Insurance Planning and Risk Management

In any business, there are inherent risks. However, with the right planning, those risks are minimized and managed. We work with business owners to protect themselves, their families, and their investments by planning for events beyond their control.

Our insurance options cover a range of needs aimed at reducing stress and ensuring proper coverage. They include:

  • The death or disability of a business partner
  • Coverage to protect personal loans and corporate debt
  • Income protection in the event of a serious illness
  • Shareholder agreement protection

4. Employee Benefits and Pensions

Creating the right employee benefits and pension plan is a strategic approach to attracting and retaining employees at all levels. However, it must also be versatile and sustainable for the business offering the plan. At D.H. Roberts Financial Group Inc., we work with businesses to avoid unnecessary costs while, at the same time, ensuring employees receive a competitive plan. We provide:

  • Options that reflect what is current and affordable
  • Recommendations that align with the needs of the business
  • Competitive packages for employees
  • Support for communicating plans to employees

5. Succession Planning

Whether you are just starting a business or preparing to wind down, identifying a succession plan is vital. We work with business owners to create seamless transitions that will not interrupt the flow of their work or impact customers. Examples of what we do include:

  • Identifying objectives
  • Reducing risks
  • Addressing tax implications
  • Ensuring successful transitions
  • Key person insurance planning

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[av_testimonial_single src=” name=’Sean O’Connor’ subtitle=’CEO,Vista Care’ link=’http://’ linktext=”]
We have found the D H Roberts Financial Group to be reliable for both personal and corporate insurance planning over the past 15 plus years. Working with Dave and has been refreshing because we have found him to be knowledgeable, trustworthy and resourceful in all aspects of benefits, pensions and corporate insurance planning. We would be happy to recommend D H Roberts Financial group for any Insurance related work.
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[av_testimonial_single src=” name=’Jocelyn Jones’ subtitle=’personal client’ link=” linktext=”]
Dave, if it were not for your services, our family would have endured unlimited medical bills that I don’t even like to think of !
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