Estate Planning for Business Owners

What happens when the children grow up and they are no longer dependent on their parents? What happens to your other "baby"- the business? Estate planning for business owners deals with the personal and business assets.

10 Essential Decisions for Business Owners

Business owners are busy… they’re busy running a successful business, wearing lots of hats and making a ton of decisions. We've put together a list of 10 essential decisions for every business owner to consider.

Estate Freeze

An estate freeze can be an integral part of your estate planning strategy. The purpose of an estate freeze is to transfer any future increase in your business's value (generally shares) that you own to someone else.

NEWS + SUPPORT

Keep up to date with the latest news and helpful websites that share important information related to your business and personal financial needs.

resources

Financial Planning For Self-Employed Contractors

Being a self-employed contractor can bring you a large cash flow and the satisfaction of being your own boss – but it can also make financial planning more complicated than being an employee. When creating a financial plan, Self-employed contractors need to keep a number of items in mind. Read to find out!
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The Six Steps to Financial Planning

A certified financial planner is trained to focus on all aspects of your finances – everything from your taxes to retirement savings. The six steps to financial planning are: • Meeting your financial planner • Determining your goals and expectation • Reviewing your current financial state • Developing a financial plan • Implementing a financial plan • Monitoring the plan A certified financial planner will develop a plan that works for you both today and in the future.
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Five Ways To Withdraw Money From Your Business In A Tax-Efficient Manner

You have worked long and hard to build up your business, and now you are ready to withdraw money from your business' bank account. But you don't want to get hit with a huge tax bill. So here are 5 ways to withdraw money from your business in a tax-efficient manner.
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Surrey Office

604-596-7188
info@creststonewealth.com

210 – 5455 152nd St
Surrey, BC
V3S 5A5

KELOWNA OFFICE

250-860-8389
info@creststonewealth.com

1100-1631 Dickson Ave
Kelowna, BC
V1Y 0B5

ABOUT

Creststone Wealth is a financial planning, investing + insurance firm located in British Columbia, serving clients across Canada.

NEWSLETTER

OUR DEALER

Insurance products, including segregated fund policies and health insurance are offered through Creststone Wealth, and Investment Representatives Stephen Cameron, Gail Winzoski, Rochelle Noren, Terry Sorensen and Bharpur Singh Gill offer mutual funds and referral arrangements through Quadrus Investment Services Ltd.

Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.