Succession planning advice from RBC

I wanted to pass along a unique opportunity to those of you looking for some medium term planning advice on the succession front and more. John Grant, an executive with RBC in Toronto, is leading a presentation on Business Owner Planning at the Rosedale Golf Club on November 30th from 5:00 to 7:00 pm with other groups from RBC.

They will review the planning techniques that are used by many of the most successful business owners in Canada. Here’s John’s view:

From my experience, I have found that the bulk of the planning results in some combination of solutions that a busy business owner may not have considered fully:

• Succession Plans
• Individual Pension Plans
• Family Trusts
• Corporate Insurance Bonds
• Estate Freezes
• Will and Estate Reviews
• Charitable Giving Plans

This may interest you or a business owner that you may know. Please RSVP to john.grant@rbc.com, call Veronica at 416.842.2300 or email to veronica.rayes@rbc.com.

The golf season is officially over for most of us, so what else can a successful entrepreneur do but make plans for the rest of his/her life, post-business?

MRM