{"id":1381,"date":"2022-08-10T15:11:33","date_gmt":"2022-08-10T19:11:33","guid":{"rendered":"https:\/\/ppta.ca\/services\/assurances-solutions-financieres-pour-proprietaires-entreprise\/"},"modified":"2022-10-05T10:16:02","modified_gmt":"2022-10-05T14:16:02","slug":"insurance-financial-solutions-for-business-owners","status":"publish","type":"page","link":"https:\/\/ppta.ca\/en\/services\/insurance-financial-solutions-for-business-owners\/","title":{"rendered":"Insurance & financial solutions for business owners"},"content":{"rendered":"

[vc_row type=”in_grid” text_align=”inherit” css=”.vc_custom_1658328826111{background-color: #212020 !important;}” el_class=”ppta-cabinet-row padding-150 white-text text-center”][vc_column][vc_column_text]<\/p>\n

Reduce your income tax, protect your family and your business, and grow your assets. Supporting you in setting up the best financial strategies and solutions\u2026<\/h4>\n

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PPTA is there for that!<\/h4>\n

[\/vc_column_text]Make an appointment now<\/a>[\/vc_column][\/vc_row][vc_row type=”in_grid” text_align=”inherit” el_class=”gestion-patrimoine-row solutions-financieres-durable-row padding-200″][vc_column][vc_column_text]<\/p>\n

Simplify. Plan. Prosper.<\/h2>\n

[\/vc_column_text][vc_column_text el_class=”solutions-financieres-durable-text”]Combining your personal life with managing a company isn\u2019t always easy! And things become even more complicated when you need a retirement withdrawal strategy or want to optimize your wealth for your loved ones. Simplifying your life: PPTA is there for that!<\/p>\n

Through multi-facet planning, the experienced and attentive PPTA team will be with you at every stage of your life. Together, we\u2019ll combine reflection and action, strategy and implementation, while providing the monitoring necessary to reach your goals.<\/p>\n

Once we discover who you are, we can put all our know-how at your service. We\u2019ll provide you with a plan that suits you best, one that takes into account your current reality, professional ambitions and your life projects. That\u2019s what inspires us!<\/strong>[\/vc_column_text][\/vc_column][\/vc_row][vc_row type=”in_grid” text_align=”inherit” el_class=”padding-150 white-text” css=”.vc_custom_1660163563492{background-image: url(https:\/\/ppta.ca\/wp-content\/uploads\/2022\/08\/ppta-assurance-solution-financieres-notre-approche-bg.jpg?id=526) !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}”][vc_column][vc_row_inner type=”full_width” text_align=”inherit” el_class=”padding-b-50″][vc_column_inner][vc_column_text el_class=”notre-approche-title”]<\/p>\n

Our approach<\/h2>\n

[\/vc_column_text][vc_column_text]Your personal financial health cannot be separated from that of your company. That\u2019s why we act in synergy on these two aspects:[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_row_inner type=”full_width” text_align=”inherit” el_class=”notre-approche-solution-strategie-text-row padding-b-50″][vc_column_inner width=”1\/2″][vc_column_text]Solutions for you, to create personal and family wealth, growing them in the best way possible.[\/vc_column_text][\/vc_column_inner][vc_column_inner width=”1\/2″][vc_column_text]Financial strategies for your company to protect assets and maximize its growth potential.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_row_inner type=”full_width” text_align=”inherit”][vc_column_inner offset=”vc_hidden-sm vc_hidden-xs”][vc_single_image image=”1453″ img_size=”full” alignment=”center”][\/vc_column_inner][\/vc_row_inner][vc_row_inner type=”full_width” text_align=”inherit”][vc_column_inner offset=”vc_hidden-lg vc_hidden-md”][vc_single_image image=”1455″ img_size=”full” alignment=”center”][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row type=”in_grid” text_align=”inherit” css=”.vc_custom_1660058367814{background-color: #c9a44f !important;}” el_class=”gestion-patromoine-quote-row”][vc_column][vc_row_inner equal_height=”yes” content_placement=”bottom” type=”full_width” text_align=”inherit” el_class=”gestion-patromoine-quote-inner-row white-text”][vc_column_inner el_class=”padding-120 vc_col-sm-push-5″ width=”7\/12″][vc_column_text el_class=”planif-fiscale-quote-text”]Marc has been helping me since the start of my career, more than 15 years ago. He supported me in establishing my first financial protection, in acquiring my first business and in the challenges related to succession planning. He\u2019s the person I turn to immediately for anything related to my financial matters![\/vc_column_text][vc_column_text el_class=”gestion-patromoine-quote-info”]Myl\u00e8ne, 45 years old<\/strong>
\nSocially committed entrepreneur
\nDreams of buying a home in Central America[\/vc_column_text][\/vc_column_inner][vc_column_inner el_class=”vc_col-sm-pull-7″ width=”5\/12″ css=”.vc_custom_1661182421001{background-image: url(https:\/\/ppta.ca\/wp-content\/uploads\/2022\/08\/ppta-assurance-solution-financieres-quote-img.png?id=501) !important;background-position: center !important;background-repeat: no-repeat !important;background-size: contain !important;}”][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row type=”in_grid” text_align=”inherit” el_class=”approche-image-row gestion-privee-row”][vc_column][vc_row_inner equal_height=”yes” type=”full_width” text_align=”inherit” el_class=”approche-image-inner-row gestion-privee-inner-row”][vc_column_inner width=”7\/12″][vc_column_text el_class=”gestion-privee-title”]<\/p>\n

An approach
\ntrue to you<\/h2>\n

[\/vc_column_text][vc_column_text]Instead of \u201cready-made\u201d recipes and star products, we much prefer working with you to develop solutions that take into account your situation and that of your company, your goals and resources.[\/vc_column_text][vc_column_text el_class=”text-uppercase”]Think globally, act tactically, that\u2019s our philosophy.<\/strong>[\/vc_column_text][\/vc_column_inner][vc_column_inner width=”5\/12″ css=”.vc_custom_1660659275512{background-image: url(https:\/\/ppta.ca\/wp-content\/uploads\/2022\/08\/ppta-assurance-solution-financieres-approche-img.jpg?id=814) !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}”][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row type=”in_grid” text_align=”inherit” el_class=”ass-solution-financieres-astuces-row gestion-patrimoine-astuces-row padding-150″][vc_column][vc_row_inner type=”full_width” text_align=”center” el_class=”padding-b-50″][vc_column_inner][vc_column_text]<\/p>\n

Six key tips for getting there<\/h2>\n

[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_row_inner equal_height=”yes” type=”full_width” text_align=”inherit” el_class=”ass-solution-financieres-astuces-inner-row gestion-patrimoine-astuces-inner-row white-text padding-b-50″][vc_column_inner width=”1\/3″ css=”.vc_custom_1660072141745{background-color: #c9a44f !important;}”][vc_column_text el_class=”text-center”]<\/p>\n

Tip #1<\/h3>\n

[\/vc_column_text][vc_single_image image=”1142″ img_size=”full” alignment=”center”][vc_column_text el_class=”astuce-text”]Do you have partners? Having a shareholder\u2019s agreement in place is essential. This will let you plan for delicate situations such as the buy-sell of a partner in the case of a departure or disability, avoiding endangering your financial security.[\/vc_column_text][\/vc_column_inner][vc_column_inner width=”1\/3″ css=”.vc_custom_1660072146447{background-color: #c9a44f !important;}”][vc_column_text el_class=”text-center”]<\/p>\n

Tip #2<\/h3>\n

[\/vc_column_text][vc_single_image image=”1142″ img_size=”full” alignment=”center”][vc_column_text el_class=”astuce-text”]Do you think it\u2019s too early to calculate the taxes to be owed at time of your death? Not at all! The earlier the better. By calculating them now, we can identify efficient solutions to increase your estate.[\/vc_column_text][\/vc_column_inner][vc_column_inner width=”1\/3″ css=”.vc_custom_1660072151058{background-color: #c9a44f !important;}”][vc_column_text el_class=”text-center”]<\/p>\n

Tip #3<\/h3>\n

[\/vc_column_text][vc_single_image image=”1142″ img_size=”full” alignment=”center”][vc_column_text el_class=”astuce-text”]Don\u2019t wait to buy permanent life insurance. Premiums increase with age. Also, by purchasing a policy when you are young, you can also benefit from exponential returns.[\/vc_column_text][\/vc_column_inner][vc_column_inner width=”1\/3″ css=”.vc_custom_1660160384687{background-color: #c9a44f !important;}”][vc_column_text el_class=”text-center”]<\/p>\n

Tip #4<\/h3>\n

[\/vc_column_text][vc_single_image image=”1142″ img_size=”full” alignment=”center”][vc_column_text el_class=”astuce-text”]Your ability to earn revenue is most likely your greatest asset. Be prepared for everything by ensuring you have the best possible protection if you become disabled.[\/vc_column_text][\/vc_column_inner][vc_column_inner width=”1\/3″ css=”.vc_custom_1660160389593{background-color: #c9a44f !important;}”][vc_column_text el_class=”text-center”]<\/p>\n

Tip #5<\/h3>\n

[\/vc_column_text][vc_single_image image=”1142″ img_size=”full” alignment=”center”][vc_column_text el_class=”astuce-text”]During this period of labour shortages, you need to be creative to retain your key employees. The health care account is one of the most effective options.[\/vc_column_text][\/vc_column_inner][vc_column_inner width=”1\/3″ css=”.vc_custom_1660160394347{background-color: #c9a44f !important;}”][vc_column_text el_class=”text-center”]<\/p>\n

Tip #6<\/h3>\n

[\/vc_column_text][vc_single_image image=”1142″ img_size=”full” alignment=”center”][vc_column_text el_class=”astuce-text”]Have you thought of using a \u201csplit-dollar\u201d strategy for critical illness coverage? With this approach, you can save money and access major tax advantages.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_row_inner type=”full_width” text_align=”center”][vc_column_inner]Tips... we have plenty for you!<\/a>[\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row type=”full_width” text_align=”inherit”][vc_column]