BUSINESS SOLUTIONS

Financial Planning for Business Owners

As a business owner, much of your wealth is likely tied to the business you have diligently built. This often leads to more complex personal and business affairs. It is crucial that your wealth is managed with the utmost care and a well-thought-out strategy to preserve capital over time.
 

Cole Wealth Management Inc. specializes in providing financial planning for business owners. Whether you are starting a new venture or maintaining a successful one, we can help address your needs with services such as life insurance, disability insurance, and critical illness insurance.
 

One way life insurance can protect your business is by providing liquidity. If your policy has a cash value, you can use it as a source of liquidity for business opportunities or retirement. After your death, any remaining life insurance proceeds can offer your family a ready source of income. Participating life insurance is one type that provides a death benefit and usually builds cash value.
 

Protecting Your Employees

Your business or organization is unique, and so are your employees. Whether you have three or 35 employees, we offer comprehensive group benefits plans to help you retain your valuable staff, including:

• Benefits plans for small businesses

• Health-care and dental-care benefits

• Wellness and disability benefits

• Life and accidental death, and dismemberment benefits

• International benefits plans

• Online services

 

Solutions Banking™

Many businesses overlook daily banking needs as part of their long-term financial security plan. However, integrating the right banking products into your overall financial security plan can make your money work harder and smarter.
 

Solutions Banking™ offers a smart alternative to traditional banks, providing straightforward and competitive services with the convenience of round-the-clock banking. With Solutions Banking™ products and services, you can rely on us to identify your long-term goals and discover new ways to save money, unlocking powerful wealth-building strategies to help you achieve your financial security goals sooner.
 

Solutions Banking™ products and services, provided by National Bank of Canada, include:

• Bank accounts

• Loans and lines of credit

​

Solutions Banking is a trademark of Power Financial Corporation. Solutions Banking products and services are provided by National Bank of Canada.