Financial Planning

Achieve your financial goals with strategic planning and expert advice tailored to your personal and business needs.

What You Should Know

Armstrong Accounting offers a personalized and comprehensive Financial Planning Service designed to cater to both individuals and businesses. Our approach includes expert succession and tax planning, alongside retirement strategies that ensure smooth transitions and optimal tax efficiency. We specialize in inter-generational rollovers, the purification of corporations, and cash flow forecasting, all aimed at minimizing long-term taxes while maximizing wealth. Trust us to deliver strategic planning that secures your financial future across generations.

Additional Information

We can help:- Planning inter-generational rollovers of Qualified Farm Property and the necessary elections to defer the tax on the transfer of the family farm.- Carrying out purification of Canadian Controlled Private Corporations (CCPCs) in preparation for sale to ensure the availability of the Capital Gains Exemption.- Start-up planning for new businesses or restructuring of existing businesses to maximize tax efficiency or meet other shareholders/owner needs.- Retirement planning, including consultation with client lawyers or investment advisors to provide sound advice on the entire retirement situation.- Cash flow forecasting and various scenario analysis with clients to prepare them for the next stages of their lives.- Long-term planning with the intention of minimizing long-term taxes and maximizing wealth.