Business Owners

For many years we have been providing advice to entrepreneurs, business owners and managers. Some are sole proprietors while others manage large corporations. We have found two striking commonalities among business people regardless of the size or type of business.

Firstly, they all attribute their business success to a well-documented, carefully considered business plan. Secondly, few of them have a well-documented, carefully considered financial plan for themselves and their families. Often the presumption is, “If I take care of the business goals, my personal and financial goals will take care of themselves.” Unfortunately that is seldom the case.

We understand that it’s tough to focus on the “business side” of your personal life when you devote endless hours to running a business. Rather than procrastinating or neglecting it completely you need to outsource the expertise – just as you would in your business. That’s where we come in.

We know that business owners require a special type of planning.  One that will add to their life balance, attain both personal and business goals, add value to their enterprise, and diversify their wealth building. Having a financial plan in conjunction with a business plan makes the prospect of leading a successful, fulfilling life a reality.

Let’s Talk Details:

We customize programs for all types and sizes of business. We have experience working with individual entrepreneurs, family businesses and corporations.

Sylvia's Testimonial

No matter what "new" financial vehicle you've read about - TFSAs, ETFs, Disability Insurance, Estate Planning for Small Business Owners - you can trust that Kevin has conducted a comprehensive investigation of the subject and can offer you the pros, cons, eligibility or viability of practically any financial vehicle available in Canada.

Sylvia Das

Mark's Testimonial

Kevin has financially guided our growing family in the right direction.

Mark Hamilton

Sylvia's Testimonial

Kevin has helped me avoid many of the financial pitfalls only a professional with his foresight could perceive.

Sylvia Das

Mark's Testimonial

Kevin is honest, flexible, great with kids and has a genuine interest in my family's future. I highly recommend Kevin O'Brien.

Mark Hamilton

Josie's Testimonial

His continual advice on financial planning issues has saved me significant amounts of money over the years.

Josie Castracane

Sylvia's Testimonial

Kevin has helped me accomplish financial goals I could not have imagined achieving without his insights.

Sylvia Das

Pat's Testimonial

Kevin brings the same steadfast commitment, strong work ethic, and passion for learning to everything he does. We are glad to have him in our corner.

Patricia A Elliot

Mark's Testimonial

With Kevin's help we were able to review our past, current and future finances/goals and develop a proper retirement plan.

Mark Hamilton

Josie's Testimonial

Kevin has always been dependable, straightforward, honest and ethical.

Josie Castracane

Sylvia's Testimonial

Kevin has continued to help me build wealth and prepare for the future as I transitioned from a young, salaried employee to a self-employed professional with the additional responsibilities of a marriage and children.

Sylvia Das

Pat's Testimonial

Kevin has always been open and honest in our discussions. He is proactive, decisive, and takes time to explain his strategy and its underlying reasons

Pat Elliot