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BUSINESS ASSOCIATES

Partners Directory

INDUSTRIES WE WORK WITH

Partners Directory

Business Valuations

  • Buying and Selling
  • Brokers
  • Acquisitions
  • Mergers
  • Valuations
  • Consultations

Corporate Lawyers

  • Minute Books / Shareholder Agreements
  • Corporate Structures / Reorganizations
  • Contract Agreements
  • US Organizations, Structures and Contracts

Commercial Insurance

  • Commercial and General Liability
  • Home and Auto
  • Farm Insurance
  • Surety and Contracting
  • Bonding
  • Key Man Insurance
  • Recreation Insurance

Group Benefits

  • Employees / Individuals
  • Life and Disability Insurance
  • Group Benefit Plans
  • Group Retirement Plans
  • Corporate Health and Wellness Spending Accounts
  • Travel Insurance

Health and Safety

  • Safety Program Development and Oversight
  • Transport and Safety / Health and Safety
  • Cor and Secor
  • Safety Manuals
  • MSDS organized and maintenance
  • WHMIS
  • Basic OH&S Compliance
  • We create the safety management systems plus implementation and successful completion process

Sales and Marketing

  • Sales Coaching
  • Social Media
  • Marketing
  • Lead Generation

Real Estate and Mortgage Broker

  • Mortgage Assistance
  • Guidance with Approval
  • Credit Building
  • Commercial Leases
  • Commercial Purchases
  • Property Management Services

Equipment Financing

  • Leasing and Financing
  • Debt Assistance
  • Factoring
  • Asset-Base Financing
  • Cash Flow Financing
  • Commercial Lending

Corporate Investment & Advisor

  • Corporate and Personal Investments

  • RRSP vs TFSA

  • Consultations and Advisement

  • Retirement Planning

  • Estate Planning

  • Financial Planning

Chartered Professional Accountants

  • Corporate Tax Filing (CDN)
  • Financial Statement and Notice to Reader
  • Tax Planning and Compliance

Cross Border Accountant

  • US Corporate Tax Services (US 1120)
  • US Partnership Tax Services (US 1065)
  • Cross Border Tax Structuring
  • IRS Audit Representation
  • US 1040 (Individual)

Lawyers

  • Minute Books / Shareholder Agreements

  • Corporate Structures / Reorganizations

  • Contract Agreements

  • US Organizations, Structures and Contracts

Commercial Insurance and Group Benefits

  • Commercial and General Liability
  • Home and Auto
  • Surety and Contracting
  • Bonding
  • Key Man Insurance
  • Recreation Insurance

Tax Relief Letters

  • Tax Payer Relief Letters
  • Tax Payer Applications
  • CRA Representation
  • Consultation

Corporate SR&ED Specialist

  • Assessment / Consultation

  • SR&ED Preparation and Applications

  • CRA Representation

  • Consultation

Mortgage Broker

  • Mortgage Assistance
  • Guidance with Approval
  • Credit Building